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 | $146,310 | $362,131-59.6% | $285,549-48.8% | $357,791-59.1% |
| Participation rate | 95.8% | 89.8%+6.0pp | 83.2%+12.7pp | 85.6%+10.2pp |
| Annual return | 12.63% | 5.08%+7.5pp | 7.15%+5.5pp | 396.79%-384.2pp |
| Employer contribution / active EE | $3,350 | $5,952-43.7% | $5,022-33.3% | $7,508-55.4% |
| Participant deferral / active EE | $5,733 | $5,478+4.6% | $4,549+26.0% | $5,521+3.8% |
| Admin fee / account holder | $25,526 | $16,774+52.2% | $13,934+83.2% | $28,387-10.1% |