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 4-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 | $129,512 | $80,717+60.5% | $154,803-16.3% | $84,808+52.7% |
| Participation rate | 73.3% | 66.8%+6.5pp | 78.1%-4.7pp | 68.3%+5.0pp |
| Annual return | 15.26% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,699 | $2,761-2.3% | $4,305-37.3% | $2,631+2.6% |
| Participant deferral / active EE | $7,940 | $3,303+140.4% | $5,540+43.3% | $4,212+88.5% |
| Admin fee / account holder | $4,227 | $6,746-37.3% | $14,329-70.5% | $7,344-42.4% |