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 | $103,263 | $109,881-6.0% | $150,045-31.2% | $84,808+21.8% |
| Participation rate | 89.4% | 76.1%+13.3pp | 82.3%+7.1pp | 68.3%+21.1pp |
| Annual return | 28.01% | 28.25%-0.2pp | 62.55%-34.5pp | 40.90%-12.9pp |
| Employer contribution / active EE | $3,000 | $3,561-15.8% | $4,693-36.1% | $2,631+14.0% |
| Participant deferral / active EE | $12,277 | $6,636+85.0% | $7,997+53.5% | $4,212+191.5% |
| Admin fee / account holder | $3,267 | $8,568-61.9% | $13,435-75.7% | $7,344-55.5% |