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 | $121,041 | $101,724+19.0% | $164,813-26.6% | $80,856+49.7% |
| Participation rate | 93.5% | 71.8%+21.6pp | 78.6%+14.9pp | 67.6%+25.8pp |
| Annual return | 14.19% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,629 | $2,953-11.0% | $4,341-39.4% | $2,755-4.6% |
| Participant deferral / active EE | $12,163 | $4,477+171.7% | $6,031+101.7% | $4,296+183.1% |
| Admin fee / account holder | $6,624 | $8,227-19.5% | $12,690-47.8% | $6,918-4.2% |