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 3-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 | $154,234 | $118,427+30.2% | $66,042+133.5% | $142,382+8.3% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 80.1%+3.2pp |
| Annual return | 15.22% | 35.57%-20.3pp | 52.11%-36.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,102 | $2,570-18.2% | $1,579+33.1% | $4,299-51.1% |
| Participant deferral / active EE | $5,167 | $4,311+19.8% | $2,835+82.2% | $6,507-20.6% |
| Admin fee / account holder | $2,046 | $9,593-78.7% | $5,747-64.4% | $12,624-83.8% |