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 8-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 | $155,558 | $91,552+69.9% | $133,956+16.1% | $79,858+94.8% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | 16.02% | 61.85%-45.8pp | 45.09%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,653 | $2,384+53.3% | $3,919-6.8% | $2,471+47.8% |
| Participant deferral / active EE | $9,135 | $3,733+144.7% | $5,048+81.0% | $3,740+144.2% |
| Admin fee / account holder | $2,789 | $6,321-55.9% | $8,927-68.8% | $5,306-47.4% |