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 4-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 | $100,214 | $78,926+27.0% | $136,749-26.7% | $84,808+18.2% |
| Participation rate | 83.1% | 62.2%+21.0pp | 72.1%+11.0pp | 68.3%+14.8pp |
| Annual return | 13.82% | 18.17%-4.4pp | 24.33%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,540 | $2,134+19.0% | $3,400-25.3% | $2,631-3.5% |
| Participant deferral / active EE | $4,441 | $3,168+40.2% | $4,692-5.4% | $4,212+5.4% |
| Admin fee / account holder | $7,012 | $6,369+10.1% | $11,386-38.4% | $7,344-4.5% |