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 7-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 | $104,856 | $109,881-4.6% | $150,045-30.1% | $84,808+23.6% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 23.66% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $7,699 | $3,561+116.2% | $4,693+64.0% | $2,631+192.6% |
| Participant deferral / active EE | $14,169 | $6,636+113.5% | $7,997+77.2% | $4,212+236.4% |
| Admin fee / account holder | $2,659 | $8,568-69.0% | $13,435-80.2% | $7,344-63.8% |