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 4-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 | $114,383 | $100,923+13.3% | $150,045-23.8% | $74,304+53.9% |
| Participation rate | 88.0% | 70.1%+17.9pp | 82.3%+5.7pp | 60.3%+27.7pp |
| Annual return | 21.75% | 51.77%-30.0pp | 62.55%-40.8pp | 29.43%-7.7pp |
| Employer contribution / active EE | $6,992 | $3,463+101.9% | $4,693+49.0% | $2,241+212.0% |
| Participant deferral / active EE | $13,585 | $6,709+102.5% | $7,997+69.9% | $3,767+260.6% |
| Admin fee / account holder | $11,735 | $2,767+324.1% | $13,435-12.7% | $2,969+295.3% |