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 | $110,226 | $54,705+101.5% | $71,209+54.8% | $84,808+30.0% |
| Participation rate | 73.2% | 64.1%+9.1pp | 73.8%-0.6pp | 68.3%+4.9pp |
| Annual return | 20.22% | 35.90%-15.7pp | 282.51%-262.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $4,047 | $2,158+87.6% | $2,721+48.7% | $2,631+53.8% |
| Participant deferral / active EE | $8,638 | $3,030+185.0% | $4,175+106.9% | $4,212+105.1% |
| Admin fee / account holder | $1,494 | $4,863-69.3% | $5,349-72.1% | $7,344-79.7% |