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 9-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 | $132,244 | $86,929+52.1% | $102,423+29.1% | $80,856+63.6% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 17.32% | 18.88%-1.6pp | 29.32%-12.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,940 | $2,369+24.1% | $3,023-2.8% | $2,755+6.7% |
| Participant deferral / active EE | $5,589 | $4,118+35.7% | $5,053+10.6% | $4,296+30.1% |
| Admin fee / account holder | $1,385 | $8,049-82.8% | $9,451-85.3% | $6,918-80.0% |