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 | $138,301 | $109,881+25.9% | $150,045-7.8% | $84,808+63.1% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.9pp | 68.3%+27.9pp |
| Annual return | 16.39% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,170 | $3,561-11.0% | $4,693-32.4% | $2,631+20.5% |
| Participant deferral / active EE | $7,541 | $6,636+13.6% | $7,997-5.7% | $4,212+79.1% |
| Admin fee / account holder | $27,652 | $8,568+222.7% | $13,435+105.8% | $7,344+276.5% |