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 | $109,577 | $99,985+9.6% | $146,665-25.3% | $85,850+27.6% |
| Participation rate | 91.5% | 73.1%+18.4pp | 80.1%+11.4pp | 69.3%+22.2pp |
| Annual return | 15.29% | 18.93%-3.6pp | 22.74%-7.5pp | 318.53%-303.2pp |
| Employer contribution / active EE | $4,909 | $2,559+91.9% | $4,136+18.7% | $2,565+91.4% |
| Participant deferral / active EE | $6,890 | $4,006+72.0% | $5,506+25.1% | $3,952+74.4% |
| Admin fee / account holder | $2,017 | $7,702-73.8% | $10,280-80.4% | $6,260-67.8% |