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 | $107,780 | $80,717+33.5% | $154,803-30.4% | $84,808+27.1% |
| Participation rate | 85.2% | 66.8%+18.4pp | 78.1%+7.1pp | 68.3%+16.9pp |
| Annual return | 20.49% | 37.96%-17.5pp | 58.88%-38.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $10,955 | $2,761+296.7% | $4,305+154.5% | $2,631+316.4% |
| Participant deferral / active EE | $5,562 | $3,303+68.4% | $5,540+0.4% | $4,212+32.1% |
| Admin fee / account holder | $8,414 | $6,746+24.7% | $14,329-41.3% | $7,344+14.6% |