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 | $130,626 | $76,367+71.1% | $93,606+39.5% | $72,985+79.0% |
| Participation rate | 87.9% | 71.7%+16.1pp | 75.8%+12.1pp | 69.5%+18.4pp |
| Annual return | 18.35% | 25.82%-7.5pp | 32.76%-14.4pp | 81.00%-62.7pp |
| Employer contribution / active EE | $996 | $2,275-56.2% | $2,718-63.4% | $2,440-59.2% |
| Participant deferral / active EE | $4,833 | $3,538+36.6% | $4,069+18.8% | $3,607+34.0% |
| Admin fee / account holder | $613 | $6,838-91.0% | $7,888-92.2% | $5,124-88.0% |