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 | $80,716 | $87,013-7.2% | $106,213-24.0% | $80,856-0.2% |
| Participation rate | 91.2% | 70.4%+20.8pp | 75.3%+15.9pp | 67.6%+23.6pp |
| Annual return | 12.94% | 17.05%-4.1pp | 116.14%-103.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,699 | $2,395+54.4% | $3,171+16.6% | $2,755+34.3% |
| Participant deferral / active EE | $8,031 | $3,986+101.5% | $5,016+60.1% | $4,296+86.9% |
| Admin fee / account holder | $26,010 | $8,431+208.5% | $11,033+135.7% | $6,918+276.0% |