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 | $87,804 | $109,881-20.1% | $150,045-41.5% | $84,808+3.5% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 17.11% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,371 | $3,561+50.8% | $4,693+14.4% | $2,631+104.1% |
| Participant deferral / active EE | $6,611 | $6,636-0.4% | $7,997-17.3% | $4,212+57.0% |
| Admin fee / account holder | $2,410 | $8,568-71.9% | $13,435-82.1% | $7,344-67.2% |