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 10-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 | $145,048 | $37,426+287.6% | $77,482+87.2% | $79,858+81.6% |
| Participation rate | 96.4% | 41.5%+54.9pp | 54.2%+42.2pp | 69.6%+26.8pp |
| Annual return | 14.45% | 39.70%-25.2pp | 54.79%-40.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $693 | $637+8.9% | $986-29.7% | $2,471-71.9% |
| Participant deferral / active EE | $8,409 | $1,260+567.4% | $1,861+351.8% | $3,740+124.8% |
| Admin fee / account holder | $1,646 | $2,504-34.3% | $2,858-42.4% | $5,306-69.0% |