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 6-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 | $104,105 | $77,419+34.5% | $69,455+49.9% | $152,861-31.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 19.35% | 39.06%-19.7pp | 28.97%-9.6pp | 345.32%-326.0pp |
| Employer contribution / active EE | $6,369 | $3,315+92.1% | $2,779+129.2% | $4,762+33.7% |
| Participant deferral / active EE | $8,196 | $4,414+85.7% | $3,535+131.8% | $5,850+40.1% |
| Admin fee / account holder | $16,715 | $6,207+169.3% | $3,839+335.4% | $11,596+44.1% |