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 | $132,363 | $89,753+47.5% | $107,525+23.1% | $84,808+56.1% |
| Participation rate | 75.9% | 68.1%+7.8pp | 75.1%+0.8pp | 68.3%+7.6pp |
| Annual return | 14.77% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,904 | $3,113-6.7% | $3,754-22.6% | $2,631+10.4% |
| Participant deferral / active EE | $4,248 | $4,056+4.7% | $5,116-17.0% | $4,212+0.9% |
| Admin fee / account holder | $4,453 | $7,222-38.3% | $8,919-50.1% | $7,344-39.4% |