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 | $99,788 | $89,753+11.2% | $107,525-7.2% | $84,808+17.7% |
| Participation rate | 72.0% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.7pp |
| Annual return | 15.44% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,243 | $3,113-28.0% | $3,754-40.3% | $2,631-14.8% |
| Participant deferral / active EE | $6,515 | $4,056+60.6% | $5,116+27.3% | $4,212+54.7% |
| Admin fee / account holder | $4,158 | $7,222-42.4% | $8,919-53.4% | $7,344-43.4% |