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 | $115,834 | $94,625+22.4% | $116,228-0.3% | $84,808+36.6% |
| Participation rate | 76.4% | 70.4%+5.9pp | 74.6%+1.8pp | 68.3%+8.1pp |
| Annual return | 20.58% | 20.40%+0.2pp | 90.06%-69.5pp | 40.90%-20.3pp |
| Employer contribution / active EE | $5,425 | $2,347+131.2% | $2,994+81.2% | $2,631+106.2% |
| Participant deferral / active EE | $10,879 | $3,972+173.9% | $4,953+119.6% | $4,212+158.3% |
| Admin fee / account holder | $5,782 | $10,091-42.7% | $11,989-51.8% | $7,344-21.3% |