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 | $98,179 | $93,571+4.9% | $135,903-27.8% | $75,163+30.6% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 19.10% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $5,661 | $3,537+60.1% | $4,856+16.6% | $2,670+112.0% |
| Participant deferral / active EE | $13,525 | $6,404+111.2% | $7,758+74.3% | $4,125+227.9% |
| Admin fee / account holder | $9,190 | $6,975+31.7% | $10,762-14.6% | $5,651+62.6% |