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 | $109,517 | $93,571+17.0% | $135,903-19.4% | $75,163+45.7% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 16.41% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,481 | $3,537-58.1% | $4,856-69.5% | $2,670-44.5% |
| Participant deferral / active EE | $5,688 | $6,404-11.2% | $7,758-26.7% | $4,125+37.9% |
| Admin fee / account holder | $2,245 | $6,975-67.8% | $10,762-79.1% | $5,651-60.3% |