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 | $115,784 | $78,422+47.6% | $95,952+20.7% | $79,858+45.0% |
| Participation rate | 90.7% | 73.5%+17.2pp | 77.1%+13.6pp | 69.6%+21.1pp |
| Annual return | 26.25% | 19.37%+6.9pp | 91.61%-65.4pp | 31.71%-5.5pp |
| Employer contribution / active EE | $3,551 | $1,945+82.6% | $2,541+39.8% | $2,471+43.7% |
| Participant deferral / active EE | $8,828 | $3,440+156.6% | $4,167+111.9% | $3,740+136.0% |
| Admin fee / account holder | $3,941 | $5,622-29.9% | $6,795-42.0% | $5,306-25.7% |