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 3-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 | $130,439 | $148,978-12.4% | $200,582-35.0% | $84,808+53.8% |
| Participation rate | 98.4% | 84.2%+14.2pp | 86.9%+11.5pp | 68.3%+30.1pp |
| Annual return | 21.62% | 28.16%-6.5pp | 42.33%-20.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $4,320 | $4,815-10.3% | $6,419-32.7% | $2,631+64.2% |
| Participant deferral / active EE | $8,836 | $7,142+23.7% | $9,331-5.3% | $4,212+109.8% |
| Admin fee / account holder | $22,752 | $13,977+62.8% | $16,305+39.5% | $7,344+209.8% |