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 7-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 | $141,510 | $48,795+190.0% | $65,493+116.1% | $84,808+66.9% |
| Participation rate | 83.8% | 67.0%+16.8pp | 73.1%+10.7pp | 68.3%+15.5pp |
| Annual return | 18.32% | 20.20%-1.9pp | 982.45%-964.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,236 | $1,930+119.5% | $2,574+64.6% | $2,631+61.0% |
| Participant deferral / active EE | $8,789 | $2,928+200.1% | $3,961+121.9% | $4,212+108.7% |
| Admin fee / account holder | $3,748 | $3,877-3.3% | $5,028-25.5% | $7,344-49.0% |