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 6-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 | $185,320 | $81,460+127.5% | $103,333+79.3% | $80,856+129.2% |
| Participation rate | 97.1% | 66.8%+30.2pp | 74.5%+22.5pp | 67.6%+29.4pp |
| Annual return | 15.82% | 25.55%-9.7pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,715 | $3,105+84.0% | $3,868+47.7% | $2,755+107.4% |
| Participant deferral / active EE | $8,837 | $3,869+128.4% | $5,057+74.7% | $4,296+105.7% |
| Admin fee / account holder | $8,458 | $6,566+28.8% | $8,355+1.2% | $6,918+22.3% |