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 | $99,096 | $60,022+65.1% | $88,946+11.4% | $84,808+16.8% |
| Participation rate | 80.6% | 57.8%+22.7pp | 68.8%+11.7pp | 68.3%+12.2pp |
| Annual return | 34.54% | 22.43%+12.1pp | 57.82%-23.3pp | 40.90%-6.4pp |
| Employer contribution / active EE | $3,948 | $1,703+131.8% | $2,555+54.5% | $2,631+50.0% |
| Participant deferral / active EE | $12,164 | $3,114+290.6% | $4,581+165.5% | $4,212+188.8% |
| Admin fee / account holder | $8,543 | $4,811+77.6% | $8,261+3.4% | $7,344+16.3% |