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 | $138,300 | $95,803+44.4% | $113,168+22.2% | $84,808+63.1% |
| Participation rate | 73.4% | 72.9%+0.6pp | 76.6%-3.1pp | 68.3%+5.1pp |
| Annual return | 17.71% | 25.00%-7.3pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,109 | $2,360-10.6% | $2,975-29.1% | $2,631-19.8% |
| Participant deferral / active EE | $7,384 | $4,242+74.1% | $5,107+44.6% | $4,212+75.3% |
| Admin fee / account holder | $8,249 | $8,989-8.2% | $12,068-31.6% | $7,344+12.3% |