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 | $107,172 | $105,181+1.9% | $159,436-32.8% | $85,850+24.8% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.8%+7.3pp | 69.3%+20.8pp |
| Annual return | 14.25% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,187 | $3,318-3.9% | $4,829-34.0% | $2,565+24.3% |
| Participant deferral / active EE | $10,947 | $5,945+84.1% | $7,352+48.9% | $3,952+177.0% |
| Admin fee / account holder | $4,523 | $6,933-34.8% | $10,799-58.1% | $6,260-27.7% |