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 4-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 | $105,679 | $117,983-10.4% | $101,794+3.8% | $142,382-25.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 15.52% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,912 | $2,773+149.3% | $2,289+202.0% | $4,299+60.8% |
| Participant deferral / active EE | $13,259 | $4,714+181.3% | $4,084+224.7% | $6,507+103.8% |
| Admin fee / account holder | $26,696 | $10,433+155.9% | $8,777+204.2% | $12,624+111.5% |