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 | $156,513 | $115,882+35.1% | $100,516+55.7% | $158,922-1.5% |
| Participation rate | 95.7% | 81.6%+14.1pp | 79.4%+16.3pp | 82.0%+13.7pp |
| Annual return | 23.22% | 34.79%-11.6pp | 30.89%-7.7pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,235 | $4,103-45.5% | $3,418-34.6% | $4,761-53.1% |
| Participant deferral / active EE | $4,748 | $6,674-28.9% | $6,270-24.3% | $5,982-20.6% |
| Admin fee / account holder | $1,574 | $10,995-85.7% | $8,081-80.5% | $11,246-86.0% |