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 7-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 | $146,900 | $95,803+53.3% | $113,168+29.8% | $84,808+73.2% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 13.31% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,981 | $2,360+111.1% | $2,975+67.4% | $2,631+89.3% |
| Participant deferral / active EE | $7,256 | $4,242+71.1% | $5,107+42.1% | $4,212+72.3% |
| Admin fee / account holder | $8,590 | $8,989-4.4% | $12,068-28.8% | $7,344+17.0% |