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 | $111,871 | $85,766+30.4% | $136,294-17.9% | $70,131+59.5% |
| Participation rate | 97.8% | 74.2%+23.6pp | 81.9%+15.9pp | 69.5%+28.2pp |
| Annual return | 19.68% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,562 | $2,966-13.6% | $4,695-45.4% | $2,342+9.4% |
| Participant deferral / active EE | $8,515 | $5,051+68.6% | $6,247+36.3% | $3,332+155.6% |
| Admin fee / account holder | $4,357 | $5,420-19.6% | $9,243-52.9% | $4,645-6.2% |