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 7-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 | $117,925 | $89,355+32.0% | $141,162-16.5% | $72,985+61.6% |
| Participation rate | 81.8% | 75.1%+6.7pp | 82.5%-0.7pp | 69.5%+12.3pp |
| Annual return | 23.99% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,347 | $3,114-56.8% | $4,735-71.6% | $2,440-44.8% |
| Participant deferral / active EE | $6,023 | $5,418+11.2% | $6,709-10.2% | $3,607+67.0% |
| Admin fee / account holder | $18,567 | $5,958+211.6% | $10,261+80.9% | $5,124+262.3% |