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 | $122,995 | $148,978-17.4% | $200,582-38.7% | $84,808+45.0% |
| Participation rate | 87.9% | 84.2%+3.6pp | 86.9%+1.0pp | 68.3%+19.6pp |
| Annual return | 30.70% | 28.16%+2.5pp | 42.33%-11.6pp | 40.90%-10.2pp |
| Employer contribution / active EE | $5,731 | $4,815+19.0% | $6,419-10.7% | $2,631+117.8% |
| Participant deferral / active EE | $7,929 | $7,142+11.0% | $9,331-15.0% | $4,212+88.3% |
| Admin fee / account holder | $559 | $13,977-96.0% | $16,305-96.6% | $7,344-92.4% |