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 | $95,626 | $77,899+22.8% | $149,673-36.1% | $75,163+27.2% |
| Participation rate | 94.8% | 65.6%+29.2pp | 78.8%+16.1pp | 67.2%+27.6pp |
| Annual return | 18.57% | 31.72%-13.2pp | 134.42%-115.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,877 | $3,137-8.3% | $4,818-40.3% | $2,670+7.8% |
| Participant deferral / active EE | $6,701 | $3,411+96.4% | $5,680+18.0% | $4,125+62.4% |
| Admin fee / account holder | $7,901 | $5,956+32.6% | $13,210-40.2% | $5,651+39.8% |