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 | $116,352 | $80,717+44.1% | $154,803-24.8% | $84,808+37.2% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 16.66% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $8,938 | $2,761+223.7% | $4,305+107.6% | $2,631+239.7% |
| Participant deferral / active EE | $17,173 | $3,303+419.9% | $5,540+210.0% | $4,212+307.8% |
| Admin fee / account holder | $17,664 | $6,746+161.9% | $14,329+23.3% | $7,344+140.5% |