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 | $152,038 | $80,968+87.8% | $96,544+57.5% | $75,163+102.3% |
| Participation rate | 82.8% | 71.8%+11.0pp | 76.0%+6.9pp | 67.2%+15.6pp |
| Annual return | 17.23% | 27.06%-9.8pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,529 | $2,282-33.0% | $2,965-48.4% | $2,670-42.7% |
| Participant deferral / active EE | $4,850 | $3,928+23.5% | $4,8510% | $4,125+17.6% |
| Admin fee / account holder | $22,521 | $6,724+234.9% | $8,252+172.9% | $5,651+298.5% |