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 | $80,133 | $53,822+48.9% | $75,696+5.9% | $85,850-6.7% |
| Participation rate | 94.6% | 69.1%+25.5pp | 74.8%+19.8pp | 69.3%+25.3pp |
| Annual return | 17.18% | 24.54%-7.4pp | 104.53%-87.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,199 | $2,017+9.1% | $2,743-19.8% | $2,565-14.3% |
| Participant deferral / active EE | $4,188 | $2,895+44.6% | $3,821+9.6% | $3,952+6.0% |
| Admin fee / account holder | $4,953 | $3,343+48.2% | $3,619+36.9% | $6,260-20.9% |