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 | $138,075 | $109,881+25.7% | $150,045-8.0% | $84,808+62.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.38% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,141 | $3,561-11.8% | $4,693-33.1% | $2,631+19.4% |
| Participant deferral / active EE | $6,168 | $6,636-7.0% | $7,997-22.9% | $4,212+46.5% |
| Admin fee / account holder | $7,207 | $8,568-15.9% | $13,435-46.4% | $7,344-1.9% |