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 8-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 | $117,820 | $109,881+7.2% | $150,045-21.5% | $84,808+38.9% |
| Participation rate | 78.9% | 76.1%+2.9pp | 82.3%-3.4pp | 68.3%+10.6pp |
| Annual return | 17.62% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,628 | $3,561-26.2% | $4,693-44.0% | $2,631-0.1% |
| Participant deferral / active EE | $10,108 | $6,636+52.3% | $7,997+26.4% | $4,212+140.0% |
| Admin fee / account holder | $830 | $8,568-90.3% | $13,435-93.8% | $7,344-88.7% |