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 | $177,217 | $110,257+60.7% | $96,544+83.6% | $139,434+27.1% |
| Participation rate | 95.0% | 78.1%+16.9pp | 76.0%+19.0pp | 80.3%+14.7pp |
| Annual return | 17.69% | 26.32%-8.6pp | 25.84%-8.2pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,348 | $3,620-7.5% | $2,965+12.9% | $4,751-29.5% |
| Participant deferral / active EE | $6,679 | $5,548+20.4% | $4,851+37.7% | $6,710-0.5% |
| Admin fee / account holder | $3,950 | $11,591-65.9% | $8,252-52.1% | $11,403-65.4% |