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 8-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 | $141,335 | $96,128+47.0% | $136,007+3.9% | $80,856+74.8% |
| Participation rate | 96.4% | 71.2%+25.2pp | 76.5%+20.0pp | 67.6%+28.8pp |
| Annual return | 13.81% | 28.71%-14.9pp | 579.32%-565.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,602 | $3,351-22.4% | $4,217-38.3% | $2,755-5.5% |
| Participant deferral / active EE | $8,400 | $5,709+47.1% | $7,025+19.6% | $4,296+95.5% |
| Admin fee / account holder | $12,749 | $8,236+54.8% | $6,858+85.9% | $6,918+84.3% |