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 | $177,930 | $74,927+137.5% | $101,794+74.8% | $84,808+109.8% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 16.46% | 18.70%-2.2pp | 30.53%-14.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,506 | $1,522+130.4% | $2,289+53.2% | $2,631+33.3% |
| Participant deferral / active EE | $4,062 | $3,099+31.1% | $4,084-0.5% | $4,212-3.6% |
| Admin fee / account holder | $21,826 | $6,514+235.1% | $8,777+148.7% | $7,344+197.2% |