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 | $163,203 | $65,365+149.7% | $92,893+75.7% | $72,985+123.6% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.0%+21.1pp | 69.5%+27.6pp |
| Annual return | 18.80% | 42.10%-23.3pp | 109.41%-90.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,695 | $2,594+3.9% | $3,653-26.2% | $2,440+10.5% |
| Participant deferral / active EE | $6,910 | $3,128+120.9% | $4,236+63.1% | $3,607+91.6% |
| Admin fee / account holder | $2,282 | $4,251-46.3% | $5,794-60.6% | $5,124-55.5% |