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 3-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 | $112,255 | $109,881+2.2% | $150,045-25.2% | $84,808+32.4% |
| Participation rate | 89.4% | 76.1%+13.3pp | 82.3%+7.0pp | 68.3%+21.1pp |
| Annual return | 16.88% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,926 | $3,561+66.4% | $4,693+26.3% | $2,631+125.2% |
| Participant deferral / active EE | $10,259 | $6,636+54.6% | $7,997+28.3% | $4,212+143.6% |
| Admin fee / account holder | $7,564 | $8,568-11.7% | $13,435-43.7% | $7,344+3.0% |