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 3-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 | $149,632 | $80,673+85.5% | $101,326+47.7% | $84,808+76.4% |
| Participation rate | 86.9% | 77.8%+9.1pp | 81.5%+5.4pp | 68.3%+18.6pp |
| Annual return | 16.36% | 38.95%-22.6pp | 36.82%-20.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,951 | $2,698+120.6% | $3,665+62.4% | $2,631+126.2% |
| Participant deferral / active EE | $13,525 | $6,840+97.7% | $7,994+69.2% | $4,212+221.1% |
| Admin fee / account holder | $8,858 | $12,784-30.7% | $11,185-20.8% | $7,344+20.6% |