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 3-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 | $119,693 | $109,881+8.9% | $150,045-20.2% | $84,808+41.1% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 19.34% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $7,618 | $3,561+113.9% | $4,693+62.3% | $2,631+189.5% |
| Participant deferral / active EE | $5,251 | $6,636-20.9% | $7,997-34.3% | $4,212+24.7% |
| Admin fee / account holder | $21,552 | $8,568+151.5% | $13,435+60.4% | $7,344+193.5% |