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 10-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 | $104,351 | $80,673+29.4% | $101,326+3.0% | $84,808+23.0% |
| Participation rate | 96.1% | 77.8%+18.3pp | 81.5%+14.6pp | 68.3%+27.7pp |
| Annual return | 22.05% | 38.95%-16.9pp | 36.82%-14.8pp | 40.90%-18.9pp |
| Employer contribution / active EE | $6,925 | $2,698+156.7% | $3,665+88.9% | $2,631+163.2% |
| Participant deferral / active EE | $11,925 | $6,840+74.3% | $7,994+49.2% | $4,212+183.1% |
| Admin fee / account holder | $4,875 | $12,784-61.9% | $11,185-56.4% | $7,344-33.6% |