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 5-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 | $108,804 | $87,013+25.0% | $106,213+2.4% | $80,856+34.6% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 17.02% | 17.05%0pp | 116.14%-99.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,938 | $2,395+22.7% | $3,171-7.4% | $2,755+6.6% |
| Participant deferral / active EE | $7,145 | $3,986+79.3% | $5,016+42.4% | $4,296+66.3% |
| Admin fee / account holder | $525 | $8,431-93.8% | $11,033-95.2% | $6,918-92.4% |