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 | $112,854 | $91,407+23.5% | $135,903-17.0% | $71,457+57.9% |
| Participation rate | 81.7% | 75.7%+6.1pp | 81.9%-0.2pp | 67.9%+13.8pp |
| Annual return | 25.76% | 29.90%-4.1pp | 68.23%-42.5pp | 28.85%-3.1pp |
| Employer contribution / active EE | $4,811 | $3,703+29.9% | $4,856-0.9% | $2,588+85.9% |
| Participant deferral / active EE | $9,275 | $7,092+30.8% | $7,758+19.6% | $4,289+116.3% |
| Admin fee / account holder | $4,552 | $1,266+259.6% | $10,762-57.7% | $1,587+186.8% |