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 | $168,848 | $95,803+76.2% | $113,168+49.2% | $84,808+99.1% |
| Participation rate | 94.4% | 72.9%+21.6pp | 76.6%+17.9pp | 68.3%+26.1pp |
| Annual return | 17.08% | 25.00%-7.9pp | 24.27%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,058 | $2,360+114.3% | $2,975+70.0% | $2,631+92.3% |
| Participant deferral / active EE | $8,816 | $4,242+107.8% | $5,107+72.6% | $4,212+109.3% |
| Admin fee / account holder | $29,319 | $8,989+226.2% | $12,068+143.0% | $7,344+299.2% |