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 8-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 | $96,095 | $109,881-12.5% | $150,045-36.0% | $84,808+13.3% |
| Participation rate | 80.6% | 76.1%+4.6pp | 82.3%-1.7pp | 68.3%+12.3pp |
| Annual return | 18.68% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $6,030 | $3,561+69.3% | $4,693+28.5% | $2,631+129.2% |
| Participant deferral / active EE | $8,882 | $6,636+33.9% | $7,997+11.1% | $4,212+110.9% |
| Admin fee / account holder | $8,650 | $8,568+1.0% | $13,435-35.6% | $7,344+17.8% |