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 | $115,678 | $100,923+14.6% | $150,045-22.9% | $74,304+55.7% |
| Participation rate | 80.2% | 70.1%+10.1pp | 82.3%-2.2pp | 60.3%+19.8pp |
| Annual return | 20.23% | 51.77%-31.5pp | 62.55%-42.3pp | 29.43%-9.2pp |
| Employer contribution / active EE | $3,607 | $3,463+4.1% | $4,693-23.1% | $2,241+60.9% |
| Participant deferral / active EE | $8,462 | $6,709+26.1% | $7,997+5.8% | $3,767+124.6% |
| Admin fee / account holder | $6,852 | $2,767+147.7% | $13,435-49.0% | $2,969+130.8% |