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 | $97,439 | $109,881-11.3% | $150,045-35.1% | $84,808+14.9% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 21.58% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $4,961 | $3,561+39.3% | $4,693+5.7% | $2,631+88.5% |
| Participant deferral / active EE | $9,921 | $6,636+49.5% | $7,997+24.1% | $4,212+135.6% |
| Admin fee / account holder | $3,479 | $8,568-59.4% | $13,435-74.1% | $7,344-52.6% |