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 | $169,615 | $81,460+108.2% | $103,333+64.1% | $80,856+109.8% |
| Participation rate | 97.5% | 66.8%+30.7pp | 74.5%+23.0pp | 67.6%+29.9pp |
| Annual return | 12.58% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,334 | $3,105+7.4% | $3,868-13.8% | $2,755+21.0% |
| Participant deferral / active EE | $13,154 | $3,869+240.0% | $5,057+160.1% | $4,296+206.2% |
| Admin fee / account holder | $11,429 | $6,566+74.1% | $8,355+36.8% | $6,918+65.2% |