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 | $131,432 | $87,013+51.0% | $106,213+23.7% | $80,856+62.5% |
| Participation rate | 74.4% | 70.4%+4.0pp | 75.3%-0.9pp | 67.6%+6.8pp |
| Annual return | 11.88% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,406 | $2,395+84.0% | $3,171+38.9% | $2,755+60.0% |
| Participant deferral / active EE | $9,142 | $3,986+129.4% | $5,016+82.3% | $4,296+112.8% |
| Admin fee / account holder | $4,803 | $8,431-43.0% | $11,033-56.5% | $6,918-30.6% |