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 | $101,470 | $71,516+41.9% | $98,439+3.1% | $71,457+42.0% |
| Participation rate | 91.0% | 72.7%+18.3pp | 75.2%+15.8pp | 67.9%+23.1pp |
| Annual return | 24.95% | 32.41%-7.5pp | 21.16%+3.8pp | 28.85%-3.9pp |
| Employer contribution / active EE | $5,886 | $2,399+145.4% | $3,048+93.1% | $2,588+127.5% |
| Participant deferral / active EE | $12,660 | $4,109+208.1% | $4,738+167.2% | $4,289+195.2% |
| Admin fee / account holder | $3,665 | $1,675+118.9% | $8,948-59.0% | $1,587+130.9% |