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 9-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 | $116,517 | $81,460+43.0% | $103,333+12.8% | $80,856+44.1% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 14.38% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,016 | $3,105-2.9% | $3,868-22.0% | $2,755+9.5% |
| Participant deferral / active EE | $8,117 | $3,869+109.8% | $5,057+60.5% | $4,296+89.0% |
| Admin fee / account holder | $34,130 | $6,566+419.8% | $8,355+308.5% | $6,918+393.4% |