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 | $87,029 | $95,416-8.8% | $185,823-53.2% | $85,850+1.4% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 27.61% | 23.59%+4.0pp | 122.05%-94.4pp | 318.53%-290.9pp |
| Employer contribution / active EE | $3,975 | $3,314+20.0% | $5,167-23.1% | $2,565+55.0% |
| Participant deferral / active EE | $8,375 | $3,423+144.7% | $5,568+50.4% | $3,952+111.9% |
| Admin fee / account holder | $11,966 | $7,213+65.9% | $16,237-26.3% | $6,260+91.1% |