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 | $163,820 | $72,492+126.0% | $87,100+88.1% | $72,985+124.5% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 22.45% | 24.46%-2.0pp | 28.19%-5.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,742 | $1,894+44.8% | $2,521+8.7% | $2,440+12.4% |
| Participant deferral / active EE | $6,762 | $3,270+106.8% | $4,049+67.0% | $3,607+87.4% |
| Admin fee / account holder | $3,123 | $5,055-38.2% | $7,497-58.3% | $5,124-39.1% |