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 | $152,249 | $86,286+76.4% | $111,297+36.8% | $85,850+77.3% |
| Participation rate | 80.0% | 73.3%+6.7pp | 77.3%+2.7pp | 69.3%+10.7pp |
| Annual return | 14.33% | 19.99%-5.7pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,325 | $2,043+13.8% | $2,731-14.9% | $2,565-9.3% |
| Participant deferral / active EE | $7,140 | $3,641+96.1% | $4,487+59.1% | $3,952+80.7% |
| Admin fee / account holder | $8,602 | $8,188+5.1% | $7,964+8.0% | $6,260+37.4% |