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 5-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 | $119,637 | $73,933+61.8% | $96,683+23.7% | $75,163+59.2% |
| Participation rate | 77.8% | 66.4%+11.4pp | 74.3%+3.4pp | 67.2%+10.6pp |
| Annual return | 15.87% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,261 | $2,928-22.8% | $3,737-39.5% | $2,670-15.3% |
| Participant deferral / active EE | $4,673 | $3,659+27.7% | $4,878-4.2% | $4,125+13.3% |
| Admin fee / account holder | $1,140 | $5,216-78.1% | $6,730-83.1% | $5,651-79.8% |