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 | $101,672 | $54,705+85.9% | $71,209+42.8% | $84,808+19.9% |
| Participation rate | 73.1% | 64.1%+9.0pp | 73.8%-0.7pp | 68.3%+4.8pp |
| Annual return | 14.86% | 35.90%-21.0pp | 282.51%-267.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $5,635 | $2,158+161.1% | $2,721+107.1% | $2,631+114.2% |
| Participant deferral / active EE | $7,930 | $3,030+161.7% | $4,175+89.9% | $4,212+88.3% |
| Admin fee / account holder | $13,430 | $4,863+176.1% | $5,349+151.1% | $7,344+82.9% |