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 6-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 | $114,836 | $94,625+21.4% | $116,228-1.2% | $84,808+35.4% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.6%+21.6pp | 68.3%+27.8pp |
| Annual return | 17.28% | 20.40%-3.1pp | 90.06%-72.8pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,783 | $2,347+18.6% | $2,994-7.1% | $2,631+5.8% |
| Participant deferral / active EE | $4,955 | $3,972+24.7% | $4,9530% | $4,212+17.6% |
| Admin fee / account holder | $3,367 | $10,091-66.6% | $11,989-71.9% | $7,344-54.1% |