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 4-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 | $191,939 | $148,978+28.8% | $200,582-4.3% | $84,808+126.3% |
| Participation rate | 95.5% | 84.2%+11.2pp | 86.9%+8.6pp | 68.3%+27.1pp |
| Annual return | 14.78% | 28.16%-13.4pp | 42.33%-27.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,483 | $4,815-48.4% | $6,419-61.3% | $2,631-5.6% |
| Participant deferral / active EE | $12,295 | $7,142+72.2% | $9,331+31.8% | $4,212+191.9% |
| Admin fee / account holder | $35,705 | $13,977+155.5% | $16,305+119.0% | $7,344+386.2% |