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 6-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 | $82,711 | $81,248+1.8% | $155,509-46.8% | $80,856+2.3% |
| Participation rate | 94.9% | 66.2%+28.7pp | 78.2%+16.8pp | 67.6%+27.3pp |
| Annual return | 16.67% | 33.31%-16.6pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $5,877 | $3,100+89.6% | $4,672+25.8% | $2,755+113.3% |
| Participant deferral / active EE | $4,237 | $3,452+22.8% | $5,626-24.7% | $4,296-1.4% |
| Admin fee / account holder | $1,977 | $7,997-75.3% | $15,912-87.6% | $6,918-71.4% |