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 5-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 | $120,798 | $109,881+9.9% | $150,045-19.5% | $84,808+42.4% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 20.38% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $8,790 | $3,561+146.8% | $4,693+87.3% | $2,631+234.1% |
| Participant deferral / active EE | $20,039 | $6,636+202.0% | $7,997+150.6% | $4,212+375.8% |
| Admin fee / account holder | $8,709 | $8,568+1.6% | $13,435-35.2% | $7,344+18.6% |