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 | $78,741 | $109,881-28.3% | $150,045-47.5% | $84,808-7.2% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 22.28% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $4,859 | $3,561+36.5% | $4,693+3.5% | $2,631+84.7% |
| Participant deferral / active EE | $17,106 | $6,636+157.8% | $7,997+113.9% | $4,212+306.2% |
| Admin fee / account holder | $9,219 | $8,568+7.6% | $13,435-31.4% | $7,344+25.5% |