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 6-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 | $117,831 | $167,484-29.6% | $151,611-22.3% | $134,475-12.4% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | 8.34% | 7.80%+0.5pp | 3.33%+5.0pp | 417.96%-409.6pp |
| Employer contribution / active EE | $22,231 | $6,829+225.5% | $6,166+260.5% | $4,740+369.0% |
| Participant deferral / active EE | $13,789 | $8,986+53.5% | $8,363+64.9% | $6,400+115.5% |
| Admin fee / account holder | $2,709 | $13,783-80.3% | $11,616-76.7% | $11,426-76.3% |