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 | $102,208 | $84,233+21.3% | $170,442-40.0% | $70,131+45.7% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 18.83% | 23.06%-4.2pp | 205.93%-187.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $5,940 | $3,387+75.4% | $5,433+9.3% | $2,342+153.6% |
| Participant deferral / active EE | $3,780 | $3,086+22.5% | $4,939-23.5% | $3,332+13.4% |
| Admin fee / account holder | $532 | $5,698-90.7% | $13,880-96.2% | $4,645-88.5% |