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 6-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 | $119,604 | $60,022+99.3% | $88,946+34.5% | $84,808+41.0% |
| Participation rate | 92.0% | 57.8%+34.2pp | 68.8%+23.2pp | 68.3%+23.7pp |
| Annual return | 21.01% | 22.43%-1.4pp | 57.82%-36.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $25,840 | $1,703+1417.6% | $2,555+911.4% | $2,631+882.2% |
| Participant deferral / active EE | $8,448 | $3,114+171.3% | $4,581+84.4% | $4,212+100.6% |
| Admin fee / account holder | $17,768 | $4,811+269.3% | $8,261+115.1% | $7,344+141.9% |