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 6-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 | $96,446 | $61,280+57.4% | $69,780+38.2% | $84,808+13.7% |
| Participation rate | 93.0% | 73.6%+19.4pp | 79.3%+13.7pp | 68.3%+24.7pp |
| Annual return | 15.83% | 12.93%+2.9pp | 26.31%-10.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $8,952 | $3,577+150.3% | $4,168+114.8% | $2,631+240.2% |
| Participant deferral / active EE | $5,585 | $3,756+48.7% | $6,164-9.4% | $4,212+32.6% |
| Admin fee / account holder | $1,121 | $6,026-81.4% | $7,285-84.6% | $7,344-84.7% |