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 | $118,617 | $93,571+26.8% | $135,903-12.7% | $75,163+57.8% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 24.96% | 30.90%-5.9pp | 68.23%-43.3pp | 160.62%-135.7pp |
| Employer contribution / active EE | $8,982 | $3,537+154.0% | $4,856+85.0% | $2,670+236.4% |
| Participant deferral / active EE | $16,338 | $6,404+155.1% | $7,758+110.6% | $4,125+296.1% |
| Admin fee / account holder | $10,602 | $6,975+52.0% | $10,762-1.5% | $5,651+87.6% |