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 | $147,797 | $93,571+58.0% | $135,903+8.8% | $75,163+96.6% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 22.67% | 30.90%-8.2pp | 68.23%-45.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $3,209 | $3,537-9.3% | $4,856-33.9% | $2,670+20.2% |
| Participant deferral / active EE | $12,695 | $6,404+98.2% | $7,758+63.6% | $4,125+207.8% |
| Admin fee / account holder | $11,070 | $6,975+58.7% | $10,762+2.9% | $5,651+95.9% |