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 | $117,449 | $80,717+45.5% | $154,803-24.1% | $84,808+38.5% |
| Participation rate | 83.1% | 66.8%+16.2pp | 78.1%+5.0pp | 68.3%+14.7pp |
| Annual return | 17.52% | 37.96%-20.4pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,856 | $2,761-32.8% | $4,305-56.9% | $2,631-29.5% |
| Participant deferral / active EE | $6,701 | $3,303+102.9% | $5,540+21.0% | $4,212+59.1% |
| Admin fee / account holder | $1,499 | $6,746-77.8% | $14,329-89.5% | $7,344-79.6% |