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 8-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 | $181,262 | $94,338+92.1% | $100,534+80.3% | $142,382+27.3% |
| Participation rate | 88.9% | 81.7%+7.2pp | 80.6%+8.3pp | 80.1%+8.8pp |
| Annual return | 18.81% | 29.20%-10.4pp | 32.66%-13.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $8,921 | $4,237+110.6% | $4,346+105.3% | $4,299+107.5% |
| Participant deferral / active EE | $9,007 | $5,934+51.8% | $6,144+46.6% | $6,507+38.4% |
| Admin fee / account holder | $879 | $8,421-89.6% | $7,654-88.5% | $12,624-93.0% |