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 | $105,472 | $70,475+49.7% | $100,516+4.9% | $79,858+32.1% |
| Participation rate | 80.5% | 73.7%+6.8pp | 79.4%+1.1pp | 69.6%+10.9pp |
| Annual return | 13.65% | 21.90%-8.2pp | 30.89%-17.2pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,350 | $2,165+8.5% | $3,418-31.3% | $2,471-4.9% |
| Participant deferral / active EE | $8,292 | $5,181+60.0% | $6,270+32.2% | $3,740+121.7% |
| Admin fee / account holder | $6,900 | $4,478+54.1% | $8,081-14.6% | $5,306+30.0% |