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 | $144,577 | $74,927+93.0% | $101,794+42.0% | $84,808+70.5% |
| Participation rate | 92.9% | 61.4%+31.5pp | 69.2%+23.7pp | 68.3%+24.5pp |
| Annual return | 16.67% | 18.70%-2.0pp | 30.53%-13.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,078 | $1,522+168.0% | $2,289+78.2% | $2,631+55.0% |
| Participant deferral / active EE | $7,723 | $3,099+149.2% | $4,084+89.1% | $4,212+83.4% |
| Admin fee / account holder | $14,042 | $6,514+115.6% | $8,777+60.0% | $7,344+91.2% |