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 | $81,938 | $109,881-25.4% | $150,045-45.4% | $84,808-3.4% |
| Participation rate | 98.1% | 76.1%+22.0pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 27.87% | 28.25%-0.4pp | 62.55%-34.7pp | 40.90%-13.0pp |
| Employer contribution / active EE | $8,100 | $3,561+127.4% | $4,693+72.6% | $2,631+207.9% |
| Participant deferral / active EE | $16,457 | $6,636+148.0% | $7,997+105.8% | $4,212+290.8% |
| Admin fee / account holder | $6,340 | $8,568-26.0% | $13,435-52.8% | $7,344-13.7% |