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 | $125,492 | $148,978-15.8% | $200,582-37.4% | $84,808+48.0% |
| Participation rate | 86.7% | 84.2%+2.4pp | 86.9%-0.2pp | 68.3%+18.4pp |
| Annual return | 16.45% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,043 | $4,815-36.8% | $6,419-52.6% | $2,631+15.6% |
| Participant deferral / active EE | $14,572 | $7,142+104.0% | $9,331+56.2% | $4,212+246.0% |
| Admin fee / account holder | $1,422 | $13,977-89.8% | $16,305-91.3% | $7,344-80.6% |