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 | $156,163 | $95,803+63.0% | $113,168+38.0% | $84,808+84.1% |
| Participation rate | 98.1% | 72.9%+25.2pp | 76.6%+21.5pp | 68.3%+29.8pp |
| Annual return | 14.17% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,868 | $2,360+21.5% | $2,975-3.6% | $2,631+9.0% |
| Participant deferral / active EE | $7,627 | $4,242+79.8% | $5,107+49.3% | $4,212+81.1% |
| Admin fee / account holder | $69,437 | $8,989+672.5% | $12,068+475.4% | $7,344+845.5% |