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 | $110,136 | $77,899+41.4% | $149,673-26.4% | $75,163+46.5% |
| Participation rate | 92.5% | 65.6%+26.9pp | 78.8%+13.7pp | 67.2%+25.3pp |
| Annual return | 15.88% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $5,505 | $3,137+75.5% | $4,818+14.3% | $2,670+106.2% |
| Participant deferral / active EE | $5,058 | $3,411+48.3% | $5,680-11.0% | $4,125+22.6% |
| Admin fee / account holder | $3,121 | $5,956-47.6% | $13,210-76.4% | $5,651-44.8% |