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 | $101,853 | $77,314+31.7% | $177,989-42.8% | $80,856+26.0% |
| Participation rate | 80.0% | 65.7%+14.3pp | 77.1%+2.9pp | 67.6%+12.4pp |
| Annual return | 17.83% | 18.09%-0.3pp | 294.48%-276.7pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,960 | $2,292+72.8% | $3,949+0.3% | $2,755+43.7% |
| Participant deferral / active EE | $13,259 | $4,411+200.6% | $6,276+111.3% | $4,296+208.7% |
| Admin fee / account holder | $896 | $7,191-87.5% | $10,363-91.4% | $6,918-87.1% |