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 | $144,717 | $57,016+153.8% | $84,966+70.3% | $80,856+79.0% |
| Participation rate | 87.3% | 56.3%+31.0pp | 67.5%+19.8pp | 67.6%+19.7pp |
| Annual return | 13.36% | 21.66%-8.3pp | 66.38%-53.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $5,653 | $1,798+214.5% | $2,727+107.3% | $2,755+105.2% |
| Participant deferral / active EE | $4,979 | $3,110+60.1% | $4,519+10.2% | $4,296+15.9% |
| Admin fee / account holder | $14,237 | $4,980+185.9% | $6,149+131.5% | $6,918+105.8% |