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 | $83,935 | $81,460+3.0% | $103,333-18.8% | $80,856+3.8% |
| Participation rate | 97.8% | 66.8%+30.9pp | 74.5%+23.3pp | 67.6%+30.1pp |
| Annual return | 15.73% | 25.55%-9.8pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $10,367 | $3,105+233.8% | $3,868+168.0% | $2,755+276.3% |
| Participant deferral / active EE | $4,862 | $3,869+25.7% | $5,057-3.9% | $4,296+13.2% |
| Admin fee / account holder | $12,530 | $6,566+90.8% | $8,355+50.0% | $6,918+81.1% |