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 | $108,819 | $95,803+13.6% | $113,168-3.8% | $84,808+28.3% |
| Participation rate | 97.4% | 72.9%+24.5pp | 76.6%+20.8pp | 68.3%+29.1pp |
| Annual return | 17.14% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.8pp |
| Employer contribution / active EE | $9,404 | $2,360+298.5% | $2,975+216.1% | $2,631+257.4% |
| Participant deferral / active EE | $19,122 | $4,242+350.8% | $5,107+274.4% | $4,212+354.0% |
| Admin fee / account holder | $9,653 | $8,989+7.4% | $12,068-20.0% | $7,344+31.4% |