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 4-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 | $176,653 | $81,460+116.9% | $103,333+71.0% | $80,856+118.5% |
| Participation rate | 89.8% | 66.8%+23.0pp | 74.5%+15.3pp | 67.6%+22.2pp |
| Annual return | 12.19% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $8,704 | $3,105+180.3% | $3,868+125.0% | $2,755+216.0% |
| Participant deferral / active EE | $5,583 | $3,869+44.3% | $5,057+10.4% | $4,296+30.0% |
| Admin fee / account holder | $9,526 | $6,566+45.1% | $8,355+14.0% | $6,918+37.7% |