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 4-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 | $128,975 | $80,968+59.3% | $96,544+33.6% | $75,163+71.6% |
| Participation rate | 83.7% | 71.8%+12.0pp | 76.0%+7.8pp | 67.2%+16.5pp |
| Annual return | 15.42% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,489 | $2,282+9.1% | $2,965-16.0% | $2,670-6.8% |
| Participant deferral / active EE | $6,501 | $3,928+65.5% | $4,851+34.0% | $4,125+57.6% |
| Admin fee / account holder | $14,993 | $6,724+123.0% | $8,252+81.7% | $5,651+165.3% |