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 6-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 | $145,422 | $45,073+222.6% | $69,455+109.4% | $72,985+99.3% |
| Participation rate | 96.8% | 68.5%+28.3pp | 74.6%+22.2pp | 69.5%+27.3pp |
| Annual return | 20.11% | 22.65%-2.5pp | 28.97%-8.9pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,501 | $2,054-26.9% | $2,779-46.0% | $2,440-38.5% |
| Participant deferral / active EE | $5,912 | $2,602+127.3% | $3,535+67.2% | $3,607+63.9% |
| Admin fee / account holder | $79,671 | $3,056+2507.4% | $3,839+1975.1% | $5,124+1454.8% |