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 | $120,359 | $125,758-4.3% | $169,993-29.2% | $75,163+60.1% |
| Participation rate | 81.6% | 83.6%-2.0pp | 87.0%-5.4pp | 67.2%+14.4pp |
| Annual return | 24.15% | 27.20%-3.0pp | 53.37%-29.2pp | 160.62%-136.5pp |
| Employer contribution / active EE | $17,907 | $4,615+288.0% | $6,785+163.9% | $2,670+570.7% |
| Participant deferral / active EE | $15,722 | $6,837+129.9% | $10,408+51.1% | $4,125+281.1% |
| Admin fee / account holder | $11,017 | $8,173+34.8% | $12,815-14.0% | $5,651+95.0% |