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 | $101,449 | $89,753+13.0% | $107,525-5.7% | $84,808+19.6% |
| Participation rate | 81.0% | 68.1%+13.0pp | 75.1%+5.9pp | 68.3%+12.7pp |
| Annual return | 15.22% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,493 | $3,113-52.1% | $3,754-60.2% | $2,631-43.3% |
| Participant deferral / active EE | $7,829 | $4,056+93.0% | $5,116+53.0% | $4,212+85.9% |
| Admin fee / account holder | $4,275 | $7,222-40.8% | $8,919-52.1% | $7,344-41.8% |