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 | $108,565 | $89,355+21.5% | $141,162-23.1% | $72,985+48.7% |
| Participation rate | 77.0% | 75.1%+1.9pp | 82.5%-5.4pp | 69.5%+7.6pp |
| Annual return | 25.88% | 111.85%-86.0pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,799 | $3,114-10.1% | $4,735-40.9% | $2,440+14.7% |
| Participant deferral / active EE | $9,650 | $5,418+78.1% | $6,709+43.8% | $3,607+167.5% |
| Admin fee / account holder | $9,188 | $5,958+54.2% | $10,261-10.5% | $5,124+79.3% |