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 | $116,092 | $80,717+43.8% | $154,803-25.0% | $84,808+36.9% |
| Participation rate | 94.8% | 66.8%+28.0pp | 78.1%+16.8pp | 68.3%+26.5pp |
| Annual return | 20.98% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $5,510 | $2,761+99.6% | $4,305+28.0% | $2,631+109.4% |
| Participant deferral / active EE | $13,069 | $3,303+295.6% | $5,540+135.9% | $4,212+210.3% |
| Admin fee / account holder | $5,185 | $6,746-23.1% | $14,329-63.8% | $7,344-29.4% |