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 7-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 | $152,291 | $81,248+87.4% | $155,509-2.1% | $80,856+88.3% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 15.83% | 33.31%-17.5pp | 64.67%-48.8pp | 35.59%-19.8pp |
| Employer contribution / active EE | $9,587 | $3,100+209.2% | $4,672+105.2% | $2,755+248.0% |
| Participant deferral / active EE | $6,565 | $3,452+90.2% | $5,626+16.7% | $4,296+52.8% |
| Admin fee / account holder | $6,170 | $7,997-22.8% | $15,912-61.2% | $6,918-10.8% |