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 8-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 | $93,374 | $80,673+15.7% | $101,326-7.8% | $84,808+10.1% |
| Participation rate | 97.6% | 77.8%+19.8pp | 81.5%+16.1pp | 68.3%+29.3pp |
| Annual return | 22.03% | 38.95%-16.9pp | 36.82%-14.8pp | 40.90%-18.9pp |
| Employer contribution / active EE | $12,632 | $2,698+368.2% | $3,665+244.6% | $2,631+380.1% |
| Participant deferral / active EE | $19,724 | $6,840+188.3% | $7,994+146.7% | $4,212+368.3% |
| Admin fee / account holder | $11,048 | $12,784-13.6% | $11,185-1.2% | $7,344+50.4% |