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 | $105,610 | $109,881-3.9% | $150,045-29.6% | $84,808+24.5% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 17.74% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $6,699 | $3,561+88.1% | $4,693+42.7% | $2,631+154.6% |
| Participant deferral / active EE | $16,649 | $6,636+150.9% | $7,997+108.2% | $4,212+295.3% |
| Admin fee / account holder | $7,810 | $8,568-8.8% | $13,435-41.9% | $7,344+6.4% |