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 3-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 | $117,821 | $148,978-20.9% | $200,582-41.3% | $84,808+38.9% |
| Participation rate | 87.2% | 84.2%+3.0pp | 86.9%+0.3pp | 68.3%+18.9pp |
| Annual return | 16.95% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,940 | $4,815+2.6% | $6,419-23.0% | $2,631+87.8% |
| Participant deferral / active EE | $4,383 | $7,142-38.6% | $9,331-53.0% | $4,212+4.1% |
| Admin fee / account holder | $3,234 | $13,977-76.9% | $16,305-80.2% | $7,344-56.0% |