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 5-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 | $122,596 | $148,978-17.7% | $200,582-38.9% | $84,808+44.6% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 24.88% | 28.16%-3.3pp | 42.33%-17.5pp | 40.90%-16.0pp |
| Employer contribution / active EE | $6,239 | $4,815+29.6% | $6,419-2.8% | $2,631+137.1% |
| Participant deferral / active EE | $18,263 | $7,142+155.7% | $9,331+95.7% | $4,212+333.6% |
| Admin fee / account holder | $29,930 | $13,977+114.1% | $16,305+83.6% | $7,344+307.6% |