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 | $119,145 | $109,881+8.4% | $150,045-20.6% | $84,808+40.5% |
| Participation rate | 77.3% | 76.1%+1.2pp | 82.3%-5.0pp | 68.3%+9.0pp |
| Annual return | 21.68% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,815 | $3,561-49.0% | $4,693-61.3% | $2,631-31.0% |
| Participant deferral / active EE | $9,519 | $6,636+43.4% | $7,997+19.0% | $4,212+126.0% |
| Admin fee / account holder | $7,980 | $8,568-6.9% | $13,435-40.6% | $7,344+8.7% |