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 8-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 | $103,848 | $105,181-1.3% | $159,436-34.9% | $85,850+21.0% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 22.73% | 45.07%-22.3pp | 263.57%-240.8pp | 318.53%-295.8pp |
| Employer contribution / active EE | $8,897 | $3,318+168.1% | $4,829+84.2% | $2,565+246.8% |
| Participant deferral / active EE | $9,475 | $5,945+59.4% | $7,352+28.9% | $3,952+139.8% |
| Admin fee / account holder | $6,328 | $6,933-8.7% | $10,799-41.4% | $6,260+1.1% |