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 | $87,689 | $109,881-20.2% | $150,045-41.6% | $84,808+3.4% |
| Participation rate | 94.3% | 76.1%+18.3pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 18.87% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $9,378 | $3,561+163.3% | $4,693+99.8% | $2,631+256.5% |
| Participant deferral / active EE | $13,167 | $6,636+98.4% | $7,997+64.7% | $4,212+212.6% |
| Admin fee / account holder | $3,978 | $8,568-53.6% | $13,435-70.4% | $7,344-45.8% |