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 | $100,753 | $109,881-8.3% | $150,045-32.9% | $84,808+18.8% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 16.16% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $7,146 | $3,561+100.7% | $4,693+52.3% | $2,631+171.6% |
| Participant deferral / active EE | $13,798 | $6,636+107.9% | $7,997+72.5% | $4,212+227.6% |
| Admin fee / account holder | $52,781 | $8,568+516.0% | $13,435+292.9% | $7,344+618.7% |