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 | $99,504 | $109,881-9.4% | $150,045-33.7% | $84,808+17.3% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 18.18% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $7,781 | $3,561+118.5% | $4,693+65.8% | $2,631+195.7% |
| Participant deferral / active EE | $18,392 | $6,636+177.1% | $7,997+130.0% | $4,212+336.7% |
| Admin fee / account holder | $20,896 | $8,568+143.9% | $13,435+55.5% | $7,344+184.5% |