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 10-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 | $100,843 | $109,881-8.2% | $150,045-32.8% | $84,808+18.9% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 17.79% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $6,151 | $3,561+72.7% | $4,693+31.1% | $2,631+133.8% |
| Participant deferral / active EE | $9,784 | $6,636+47.4% | $7,997+22.3% | $4,212+132.3% |
| Admin fee / account holder | $4,221 | $8,568-50.7% | $13,435-68.6% | $7,344-42.5% |