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 8-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 | $147,101 | $95,803+53.5% | $113,168+30.0% | $84,808+73.5% |
| Participation rate | 88.6% | 72.9%+15.7pp | 76.6%+12.0pp | 68.3%+20.3pp |
| Annual return | 17.78% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $5,461 | $2,360+131.4% | $2,975+83.5% | $2,631+107.6% |
| Participant deferral / active EE | $13,077 | $4,242+208.3% | $5,107+156.1% | $4,212+210.5% |
| Admin fee / account holder | $2,437 | $8,989-72.9% | $12,068-79.8% | $7,344-66.8% |