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 | $85,166 | $55,706+52.9% | $75,886+12.2% | $72,985+16.7% |
| Participation rate | 97.7% | 61.1%+36.6pp | 69.3%+28.4pp | 69.5%+28.2pp |
| Annual return | 17.32% | 27.59%-10.3pp | 30.76%-13.4pp | 81.00%-63.7pp |
| Employer contribution / active EE | $4,834 | $1,687+186.6% | $2,500+93.3% | $2,440+98.1% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,171 | $3,978-70.6% | $5,418-78.4% | $5,124-77.2% |