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 | $79,528 | $109,881-27.6% | $150,045-47.0% | $84,808-6.2% |
| Participation rate | 88.4% | 76.1%+12.3pp | 82.3%+6.0pp | 68.3%+20.1pp |
| Annual return | 25.59% | 28.25%-2.7pp | 62.55%-37.0pp | 40.90%-15.3pp |
| Employer contribution / active EE | $5,292 | $3,561+48.6% | $4,693+12.8% | $2,631+101.1% |
| Participant deferral / active EE | $12,359 | $6,636+86.2% | $7,997+54.5% | $4,212+193.5% |
| Admin fee / account holder | $5,804 | $8,568-32.3% | $13,435-56.8% | $7,344-21.0% |