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 | $111,653 | $118,450-5.7% | $98,439+13.4% | $139,434-19.9% |
| Participation rate | 92.9% | 77.4%+15.4pp | 75.2%+17.7pp | 80.3%+12.5pp |
| Annual return | 22.43% | 18.94%+3.5pp | 21.16%+1.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $7,548 | $3,609+109.1% | $3,048+147.6% | $4,751+58.9% |
| Participant deferral / active EE | $16,002 | $5,392+196.8% | $4,738+237.8% | $6,710+138.5% |
| Admin fee / account holder | $6,307 | $14,026-55.0% | $8,948-29.5% | $11,403-44.7% |