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 6-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 | $133,168 | $74,927+77.7% | $101,794+30.8% | $84,808+57.0% |
| Participation rate | 96.2% | 61.4%+34.8pp | 69.2%+27.0pp | 68.3%+27.8pp |
| Annual return | 20.37% | 18.70%+1.7pp | 30.53%-10.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,925 | $1,522+157.9% | $2,289+71.5% | $2,631+49.2% |
| Participant deferral / active EE | $6,773 | $3,099+118.5% | $4,084+65.8% | $4,212+60.8% |
| Admin fee / account holder | $14,158 | $6,514+117.4% | $8,777+61.3% | $7,344+92.8% |