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 10-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 | $144,216 | $67,411+113.9% | $91,001+58.5% | $70,131+105.6% |
| Participation rate | 96.4% | 71.4%+25.1pp | 75.6%+20.8pp | 69.5%+26.9pp |
| Annual return | 13.09% | -40.16%+53.2pp | 4.60%+8.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $3,522 | $1,786+97.2% | $2,456+43.4% | $2,342+50.3% |
| Participant deferral / active EE | $7,054 | $2,823+149.9% | $3,547+98.9% | $3,332+111.7% |
| Admin fee / account holder | $7,732 | $4,236+82.5% | $5,417+42.7% | $4,645+66.4% |