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 | $112,377 | $70,475+59.5% | $100,516+11.8% | $79,858+40.7% |
| Participation rate | 89.7% | 73.7%+16.0pp | 79.4%+10.3pp | 69.6%+20.0pp |
| Annual return | 21.91% | 21.90%0pp | 30.89%-9.0pp | 31.71%-9.8pp |
| Employer contribution / active EE | $4,791 | $2,165+121.3% | $3,418+40.2% | $2,471+93.9% |
| Participant deferral / active EE | $6,508 | $5,181+25.6% | $6,270+3.8% | $3,740+74.0% |
| Admin fee / account holder | $1,695 | $4,478-62.2% | $8,081-79.0% | $5,306-68.1% |