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 7-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 | $191,140 | $80,717+136.8% | $154,803+23.5% | $84,808+125.4% |
| Participation rate | 94.5% | 66.8%+27.7pp | 78.1%+16.5pp | 68.3%+26.2pp |
| Annual return | 14.54% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,317 | $2,761+20.1% | $4,305-23.0% | $2,631+26.1% |
| Participant deferral / active EE | $16,217 | $3,303+391.0% | $5,540+192.7% | $4,212+285.1% |
| Admin fee / account holder | $9,808 | $6,746+45.4% | $14,329-31.6% | $7,344+33.6% |