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 6-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 | $124,454 | $109,881+13.3% | $150,045-17.1% | $84,808+46.7% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 18.79% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $13,910 | $3,561+290.6% | $4,693+196.4% | $2,631+428.7% |
| Participant deferral / active EE | $9,852 | $6,636+48.5% | $7,997+23.2% | $4,212+133.9% |
| Admin fee / account holder | $2,064 | $8,568-75.9% | $13,435-84.6% | $7,344-71.9% |