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 | $110,141 | $73,933+49.0% | $96,683+13.9% | $75,163+46.5% |
| Participation rate | 86.7% | 66.4%+20.2pp | 74.3%+12.3pp | 67.2%+19.5pp |
| Annual return | 15.98% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $5,824 | $2,928+98.9% | $3,737+55.9% | $2,670+118.2% |
| Participant deferral / active EE | $5,759 | $3,659+57.4% | $4,878+18.1% | $4,125+39.6% |
| Admin fee / account holder | $6,439 | $5,216+23.4% | $6,730-4.3% | $5,651+13.9% |