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 | $85,872 | $46,553+84.5% | $64,056+34.1% | $75,163+14.2% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 18.10% | 26.03%-7.9pp | 33.69%-15.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $5,655 | $1,974+186.5% | $2,747+105.9% | $2,670+111.8% |
| Participant deferral / active EE | $9,683 | $2,837+241.4% | $3,880+149.6% | $4,125+134.7% |
| Admin fee / account holder | $4,122 | $2,952+39.6% | $3,068+34.4% | $5,651-27.1% |