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 | $96,927 | $49,915+94.2% | $154,803-37.4% | $74,304+30.4% |
| Participation rate | 83.2% | 54.0%+29.2pp | 78.1%+5.1pp | 60.3%+22.8pp |
| Annual return | 13.37% | 34.06%-20.7pp | 58.88%-45.5pp | 29.43%-16.1pp |
| Employer contribution / active EE | $4,198 | $1,611+160.5% | $4,305-2.5% | $2,241+87.3% |
| Participant deferral / active EE | $8,218 | $2,255+264.5% | $5,540+48.3% | $3,767+118.2% |
| Admin fee / account holder | $17,567 | $2,189+702.5% | $14,329+22.6% | $2,969+491.7% |