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 6-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 | $119,249 | $148,978-20.0% | $200,582-40.5% | $84,808+40.6% |
| Participation rate | 95.7% | 84.2%+11.5pp | 86.9%+8.8pp | 68.3%+27.4pp |
| Annual return | 15.94% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $6,278 | $4,815+30.4% | $6,419-2.2% | $2,631+138.6% |
| Participant deferral / active EE | $12,514 | $7,142+75.2% | $9,331+34.1% | $4,212+197.1% |
| Admin fee / account holder | $29,543 | $13,977+111.4% | $16,305+81.2% | $7,344+302.3% |