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 7-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 | $135,095 | $93,170+45.0% | $100,534+34.4% | $84,808+59.3% |
| Participation rate | 70.4% | 75.8%-5.5pp | 80.6%-10.2pp | 68.3%+2.1pp |
| Annual return | 16.40% | 47.13%-30.7pp | 32.66%-16.3pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,356 | $3,985+34.4% | $4,346+23.2% | $2,631+103.6% |
| Participant deferral / active EE | $11,004 | $5,699+93.1% | $6,144+79.1% | $4,212+161.3% |
| Admin fee / account holder | $698 | $7,382-90.5% | $7,654-90.9% | $7,344-90.5% |