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 | $191,669 | $117,983+62.5% | $101,794+88.3% | $142,382+34.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 17.08% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $11,030 | $2,773+297.8% | $2,289+381.9% | $4,299+156.6% |
| Participant deferral / active EE | $11,068 | $4,714+134.8% | $4,084+171.0% | $6,507+70.1% |
| Admin fee / account holder | $5,060 | $10,433-51.5% | $8,777-42.4% | $12,624-59.9% |