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 3-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 | $86,748 | $81,248+6.8% | $155,509-44.2% | $80,856+7.3% |
| Participation rate | 88.2% | 66.2%+22.0pp | 78.2%+10.0pp | 67.6%+20.6pp |
| Annual return | 18.10% | 33.31%-15.2pp | 64.67%-46.6pp | 35.59%-17.5pp |
| Employer contribution / active EE | $12,285 | $3,100+296.3% | $4,672+162.9% | $2,755+345.9% |
| Participant deferral / active EE | $23,359 | $3,452+576.8% | $5,626+315.2% | $4,296+443.8% |
| Admin fee / account holder | $37,639 | $7,997+370.6% | $15,912+136.5% | $6,918+444.1% |