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 7-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 | $114,066 | $85,022+34.2% | $70,515+61.8% | $139,434-18.2% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.3%+22.6pp | 80.3%+10.6pp |
| Annual return | 20.59% | 30.38%-9.8pp | 32.77%-12.2pp | 372.94%-352.3pp |
| Employer contribution / active EE | $5,144 | $3,909+31.6% | $2,973+73.0% | $4,751+8.3% |
| Participant deferral / active EE | $15,995 | $5,890+171.6% | $4,567+250.3% | $6,710+138.4% |
| Admin fee / account holder | $521 | $8,906-94.1% | $6,412-91.9% | $11,403-95.4% |