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 4-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 | $143,858 | $77,899+84.7% | $149,673-3.9% | $75,163+91.4% |
| Participation rate | 73.1% | 65.6%+7.5pp | 78.8%-5.7pp | 67.2%+5.9pp |
| Annual return | 17.85% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,425 | $3,137-22.7% | $4,818-49.7% | $2,670-9.2% |
| Participant deferral / active EE | $6,606 | $3,411+93.7% | $5,680+16.3% | $4,125+60.1% |
| Admin fee / account holder | $3,350 | $5,956-43.8% | $13,210-74.6% | $5,651-40.7% |