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 9-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 | $105,786 | $81,460+29.9% | $103,333+2.4% | $80,856+30.8% |
| Participation rate | 96.7% | 66.8%+29.8pp | 74.5%+22.2pp | 67.6%+29.0pp |
| Annual return | 18.86% | 25.55%-6.7pp | 24.88%-6.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $6,962 | $3,105+124.2% | $3,868+80.0% | $2,755+152.7% |
| Participant deferral / active EE | $9,967 | $3,869+157.6% | $5,057+97.1% | $4,296+132.0% |
| Admin fee / account holder | $2,477 | $6,566-62.3% | $8,355-70.3% | $6,918-64.2% |