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 10-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 | $123,173 | $80,968+52.1% | $96,544+27.6% | $75,163+63.9% |
| Participation rate | 73.3% | 71.8%+1.6pp | 76.0%-2.6pp | 67.2%+6.1pp |
| Annual return | 18.96% | 27.06%-8.1pp | 25.84%-6.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,481 | $2,282+8.7% | $2,965-16.3% | $2,670-7.1% |
| Participant deferral / active EE | $4,201 | $3,928+7.0% | $4,851-13.4% | $4,125+1.8% |
| Admin fee / account holder | $1,112 | $6,724-83.5% | $8,252-86.5% | $5,651-80.3% |