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 | $153,854 | $148,978+3.3% | $200,582-23.3% | $84,808+81.4% |
| Participation rate | 94.4% | 84.2%+10.2pp | 86.9%+7.6pp | 68.3%+26.1pp |
| Annual return | 15.71% | 28.16%-12.5pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,695 | $4,815+59.8% | $6,419+19.9% | $2,631+192.5% |
| Participant deferral / active EE | $6,966 | $7,142-2.5% | $9,331-25.4% | $4,212+65.4% |
| Admin fee / account holder | $6,788 | $13,977-51.4% | $16,305-58.4% | $7,344-7.6% |