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 | $102,926 | $80,968+27.1% | $96,544+6.6% | $75,163+36.9% |
| Participation rate | 98.0% | 71.8%+26.2pp | 76.0%+22.0pp | 67.2%+30.8pp |
| Annual return | 15.45% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,559 | $2,282+12.2% | $2,965-13.7% | $2,670-4.1% |
| Participant deferral / active EE | $6,320 | $3,928+60.9% | $4,851+30.3% | $4,125+53.2% |
| Admin fee / account holder | $21,401 | $6,724+218.3% | $8,252+159.3% | $5,651+278.7% |