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 6-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 | $102,994 | $138,347-25.6% | $184,203-44.1% | $80,856+27.4% |
| Participation rate | 90.7% | 83.9%+6.8pp | 86.8%+3.9pp | 67.6%+23.1pp |
| Annual return | 14.49% | 20.02%-5.5pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $9,002 | $4,850+85.6% | $6,427+40.1% | $2,755+226.8% |
| Participant deferral / active EE | $15,230 | $7,071+115.4% | $9,131+66.8% | $4,296+254.5% |
| Admin fee / account holder | $8,849 | $10,483-15.6% | $13,901-36.3% | $6,918+27.9% |