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 | $193,638 | $89,753+115.7% | $107,525+80.1% | $84,808+128.3% |
| Participation rate | 96.8% | 68.1%+28.7pp | 75.1%+21.7pp | 68.3%+28.5pp |
| Annual return | 13.59% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,156 | $3,113+1.4% | $3,754-15.9% | $2,631+19.9% |
| Participant deferral / active EE | $7,983 | $4,056+96.8% | $5,116+56.1% | $4,212+89.6% |
| Admin fee / account holder | $4,331 | $7,222-40.0% | $8,919-51.4% | $7,344-41.0% |