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 4-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 | $122,852 | $80,717+52.2% | $154,803-20.6% | $84,808+44.9% |
| Participation rate | 84.2% | 66.8%+17.4pp | 78.1%+6.1pp | 68.3%+15.9pp |
| Annual return | 18.78% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $5,361 | $2,761+94.1% | $4,305+24.5% | $2,631+103.8% |
| Participant deferral / active EE | $6,055 | $3,303+83.3% | $5,540+9.3% | $4,212+43.8% |
| Admin fee / account holder | $1,459 | $6,746-78.4% | $14,329-89.8% | $7,344-80.1% |