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 5-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 | $131,764 | $95,803+37.5% | $113,168+16.4% | $84,808+55.4% |
| Participation rate | 81.9% | 72.9%+9.1pp | 76.6%+5.4pp | 68.3%+13.6pp |
| Annual return | 14.14% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,205 | $2,360-6.6% | $2,975-25.9% | $2,631-16.2% |
| Participant deferral / active EE | $6,693 | $4,242+57.8% | $5,107+31.1% | $4,212+58.9% |
| Admin fee / account holder | $8,588 | $8,989-4.5% | $12,068-28.8% | $7,344+16.9% |