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 | $134,055 | $81,625+64.2% | $167,512-20.0% | $74,304+80.4% |
| Participation rate | 88.7% | 60.0%+28.6pp | 77.1%+11.6pp | 60.3%+28.3pp |
| Annual return | 17.08% | 26.09%-9.0pp | 1615.79%-1598.7pp | 29.43%-12.4pp |
| Employer contribution / active EE | $3,331 | $2,010+65.7% | $3,882-14.2% | $2,241+48.6% |
| Participant deferral / active EE | $5,692 | $4,115+38.3% | $6,405-11.1% | $3,767+51.1% |
| Admin fee / account holder | $3,791 | $3,474+9.1% | $9,769-61.2% | $2,969+27.7% |