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 9-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 | $136,518 | $93,071+46.7% | $74,583+83.0% | $273,961-50.2% |
| Participation rate | 94.7% | 74.9%+19.8pp | 68.1%+26.6pp | 83.0%+11.7pp |
| Annual return | 3.83% | 26.18%-22.3pp | 20.47%-16.6pp | 41.45%-37.6pp |
| Employer contribution / active EE | $11,790 | $3,160+273.2% | $2,525+366.9% | $4,869+142.2% |
| Participant deferral / active EE | $16,228 | $4,160+290.1% | $3,458+369.3% | $5,287+206.9% |
| Admin fee / account holder | $87,090 | $5,272+1551.8% | $4,138+2004.8% | $10,132+759.6% |