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 9-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 | $138,997 | $81,460+70.6% | $103,333+34.5% | $80,856+71.9% |
| Participation rate | 76.0% | 66.8%+9.2pp | 74.5%+1.5pp | 67.6%+8.4pp |
| Annual return | 11.48% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $6,821 | $3,105+119.7% | $3,868+76.3% | $2,755+147.6% |
| Participant deferral / active EE | $7,666 | $3,869+98.2% | $5,057+51.6% | $4,296+78.5% |
| Admin fee / account holder | $50,260 | $6,566+665.4% | $8,355+501.6% | $6,918+626.5% |