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 9-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 | $117,860 | $109,881+7.3% | $150,045-21.5% | $84,808+39.0% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 15.65% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $15,919 | $3,561+347.0% | $4,693+239.2% | $2,631+505.1% |
| Participant deferral / active EE | $8,709 | $6,636+31.2% | $7,997+8.9% | $4,212+106.8% |
| Admin fee / account holder | $28,006 | $8,568+226.9% | $13,435+108.5% | $7,344+281.4% |