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 | $76,892 | $89,753-14.3% | $107,525-28.5% | $84,808-9.3% |
| Participation rate | 86.7% | 68.1%+18.6pp | 75.1%+11.6pp | 68.3%+18.4pp |
| Annual return | 13.33% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $5,889 | $3,113+89.2% | $3,754+56.9% | $2,631+123.8% |
| Participant deferral / active EE | $3,770 | $4,056-7.1% | $5,116-26.3% | $4,212-10.5% |
| Admin fee / account holder | $5,159 | $7,222-28.6% | $8,919-42.2% | $7,344-29.8% |