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 | $102,305 | $77,899+31.3% | $149,673-31.6% | $75,163+36.1% |
| Participation rate | 94.4% | 65.6%+28.9pp | 78.8%+15.7pp | 67.2%+27.3pp |
| Annual return | 21.14% | 31.72%-10.6pp | 134.42%-113.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $9,390 | $3,137+199.3% | $4,818+94.9% | $2,670+251.7% |
| Participant deferral / active EE | $20,033 | $3,411+487.3% | $5,680+252.7% | $4,125+385.6% |
| Admin fee / account holder | $5,089 | $5,956-14.6% | $13,210-61.5% | $5,651-10.0% |