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 5-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 | $104,086 | $109,881-5.3% | $150,045-30.6% | $84,808+22.7% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 20.37% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $7,983 | $3,561+124.2% | $4,693+70.1% | $2,631+203.4% |
| Participant deferral / active EE | $13,569 | $6,636+104.5% | $7,997+69.7% | $4,212+222.2% |
| Admin fee / account holder | $466 | $8,568-94.6% | $13,435-96.5% | $7,344-93.7% |