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 5-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 | $145,192 | $80,717+79.9% | $154,803-6.2% | $84,808+71.2% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 22.01% | 37.96%-15.9pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $4,878 | $2,761+76.6% | $4,305+13.3% | $2,631+85.4% |
| Participant deferral / active EE | $4,246 | $3,303+28.5% | $5,540-23.4% | $4,212+0.8% |
| Admin fee / account holder | $12,669 | $6,746+87.8% | $14,329-11.6% | $7,344+72.5% |