See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,141 | $95,803+23.3% | $113,168+4.4% | $84,808+39.3% |
| Participation rate | 72.7% | 72.9%-0.1pp | 76.6%-3.8pp | 68.3%+4.4pp |
| Annual return | 15.12% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,902 | $2,360-19.4% | $2,975-36.1% | $2,631-27.7% |
| Participant deferral / active EE | $6,362 | $4,242+50.0% | $5,107+24.6% | $4,212+51.1% |
| Admin fee / account holder | $1,535 | $8,989-82.9% | $12,068-87.3% | $7,344-79.1% |