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 9-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 | $119,965 | $81,460+47.3% | $103,333+16.1% | $80,856+48.4% |
| Participation rate | 98.0% | 66.8%+31.1pp | 74.5%+23.4pp | 67.6%+30.3pp |
| Annual return | 12.39% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $6,759 | $3,105+117.7% | $3,868+74.8% | $2,755+145.4% |
| Participant deferral / active EE | $5,553 | $3,869+43.5% | $5,057+9.8% | $4,296+29.3% |
| Admin fee / account holder | $2,638 | $6,566-59.8% | $8,355-68.4% | $6,918-61.9% |