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 | $127,466 | $73,867+72.6% | $143,757-11.3% | $68,494+86.1% |
| Participation rate | 73.9% | 66.7%+7.3pp | 80.3%-6.4pp | 67.9%+6.0pp |
| Annual return | 6.83% | 1.01%+5.8pp | -0.04%+6.9pp | -7.84%+14.7pp |
| Employer contribution / active EE | $1,773 | $3,184-44.3% | $4,951-64.2% | $2,596-31.7% |
| Participant deferral / active EE | $6,789 | $3,384+100.6% | $5,637+20.4% | $4,027+68.6% |
| Admin fee / account holder | $5,252 | $5,755-8.7% | $14,673-64.2% | $5,403-2.8% |