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 | $161,976 | $94,625+71.2% | $116,228+39.4% | $84,808+91.0% |
| Participation rate | 96.1% | 70.4%+25.6pp | 74.6%+21.5pp | 68.3%+27.8pp |
| Annual return | 14.66% | 20.40%-5.7pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,030 | $2,347+157.0% | $2,994+101.4% | $2,631+129.2% |
| Participant deferral / active EE | $7,496 | $3,972+88.7% | $4,953+51.3% | $4,212+78.0% |
| Admin fee / account holder | $8,419 | $10,091-16.6% | $11,989-29.8% | $7,344+14.6% |