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 | $119,794 | $80,717+48.4% | $154,803-22.6% | $84,808+41.3% |
| Participation rate | 97.5% | 66.8%+30.7pp | 78.1%+19.4pp | 68.3%+29.2pp |
| Annual return | 19.76% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $5,328 | $2,761+92.9% | $4,305+23.7% | $2,631+102.5% |
| Participant deferral / active EE | $5,983 | $3,303+81.1% | $5,540+8.0% | $4,212+42.1% |
| Admin fee / account holder | $1,662 | $6,746-75.4% | $14,329-88.4% | $7,344-77.4% |