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 | $119,591 | $101,724+17.6% | $164,813-27.4% | $80,856+47.9% |
| Participation rate | 87.9% | 71.8%+16.0pp | 78.6%+9.3pp | 67.6%+20.2pp |
| Annual return | 20.27% | 16.72%+3.6pp | 69.93%-49.7pp | 35.59%-15.3pp |
| Employer contribution / active EE | $4,236 | $2,953+43.4% | $4,341-2.4% | $2,755+53.8% |
| Participant deferral / active EE | $12,511 | $4,477+179.4% | $6,031+107.4% | $4,296+191.2% |
| Admin fee / account holder | $18,514 | $8,227+125.0% | $12,690+45.9% | $6,918+167.6% |