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 | $137,733 | $104,974+31.2% | $95,585+44.1% | $142,382-3.3% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.1%+22.0pp | 80.1%+14.0pp |
| Annual return | 12.87% | 210.33%-197.5pp | 38.56%-25.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,645 | $2,779-4.8% | $2,527+4.7% | $4,299-38.5% |
| Participant deferral / active EE | $6,301 | $4,352+44.8% | $4,023+56.6% | $6,507-3.2% |
| Admin fee / account holder | $3,357 | $6,386-47.4% | $6,127-45.2% | $12,624-73.4% |