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 9-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 | $109,302 | $72,012+51.8% | $185,823-41.2% | $79,858+36.9% |
| Participation rate | 86.3% | 65.8%+20.5pp | 78.0%+8.2pp | 69.6%+16.6pp |
| Annual return | 18.46% | 23.12%-4.7pp | 35.95%-17.5pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,036 | $1,965+3.6% | $4,087-50.2% | $2,471-17.6% |
| Participant deferral / active EE | $5,790 | $3,779+53.2% | $5,632+2.8% | $3,740+54.8% |
| Admin fee / account holder | $594 | $4,513-86.8% | $9,500-93.7% | $5,306-88.8% |