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 | $106,285 | $79,449+33.8% | $189,557-43.9% | $85,850+23.8% |
| Participation rate | 97.6% | 66.0%+31.6pp | 78.4%+19.1pp | 69.3%+28.3pp |
| Annual return | 13.80% | 18.45%-4.6pp | 64.17%-50.4pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,310 | $2,081+11.0% | $4,412-47.7% | $2,565-9.9% |
| Participant deferral / active EE | $7,619 | $4,051+88.1% | $6,174+23.4% | $3,952+92.8% |
| Admin fee / account holder | $16,078 | $5,377+199.0% | $9,807+63.9% | $6,260+156.8% |