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 3-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 | $144,659 | $89,753+61.2% | $107,525+34.5% | $84,808+70.6% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 17.59% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,694 | $3,113-13.5% | $3,754-28.2% | $2,631+2.4% |
| Participant deferral / active EE | $8,282 | $4,056+104.2% | $5,116+61.9% | $4,212+96.7% |
| Admin fee / account holder | $5,176 | $7,222-28.3% | $8,919-42.0% | $7,344-29.5% |