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 10-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 | $100,019 | $65,409+52.9% | $98,442+1.6% | $85,850+16.5% |
| Participation rate | 86.0% | 65.0%+21.0pp | 73.3%+12.7pp | 69.3%+16.7pp |
| Annual return | 11.74% | 21.76%-10.0pp | 1492.73%-1481.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,819 | $2,168-16.1% | $2,960-38.5% | $2,565-29.1% |
| Participant deferral / active EE | $4,120 | $3,166+30.1% | $4,276-3.7% | $3,952+4.3% |
| Admin fee / account holder | $5,450 | $4,593+18.7% | $5,949-8.4% | $6,260-12.9% |