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 | $116,836 | $91,552+27.6% | $133,956-12.8% | $79,858+46.3% |
| Participation rate | 77.6% | 73.3%+4.3pp | 79.8%-2.2pp | 69.6%+8.0pp |
| Annual return | 20.37% | 61.85%-41.5pp | 45.09%-24.7pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,681 | $2,384-29.5% | $3,919-57.1% | $2,471-32.0% |
| Participant deferral / active EE | $5,470 | $3,733+46.5% | $5,048+8.4% | $3,740+46.3% |
| Admin fee / account holder | $7,782 | $6,321+23.1% | $8,927-12.8% | $5,306+46.6% |