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 7-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 | $119,077 | $100,326+18.7% | $180,183-33.9% | $84,808+40.4% |
| Participation rate | 89.6% | 71.0%+18.6pp | 77.4%+12.1pp | 68.3%+21.3pp |
| Annual return | 28.49% | 17.86%+10.6pp | 27.86%+0.6pp | 40.90%-12.4pp |
| Employer contribution / active EE | $7,988 | $3,269+144.3% | $5,039+58.5% | $2,631+203.6% |
| Participant deferral / active EE | $13,209 | $5,066+160.7% | $6,822+93.6% | $4,212+213.6% |
| Admin fee / account holder | $4,616 | $9,674-52.3% | $19,975-76.9% | $7,344-37.1% |