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 | $181,143 | $80,717+124.4% | $154,803+17.0% | $84,808+113.6% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 20.17% | 37.96%-17.8pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $7,267 | $2,761+163.2% | $4,305+68.8% | $2,631+176.2% |
| Participant deferral / active EE | $5,182 | $3,303+56.9% | $5,540-6.5% | $4,212+23.0% |
| Admin fee / account holder | $3,678 | $6,746-45.5% | $14,329-74.3% | $7,344-49.9% |