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 | $145,068 | $79,944+81.5% | $98,439+47.4% | $75,163+93.0% |
| Participation rate | 90.6% | 70.4%+20.3pp | 75.2%+15.5pp | 67.2%+23.4pp |
| Annual return | 15.50% | 19.75%-4.3pp | 21.16%-5.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $3,875 | $2,264+71.2% | $3,048+27.1% | $2,670+45.2% |
| Participant deferral / active EE | $4,355 | $3,752+16.1% | $4,738-8.1% | $4,125+5.6% |
| Admin fee / account holder | $6,222 | $6,840-9.0% | $8,948-30.5% | $5,651+10.1% |