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 | $104,646 | $89,355+17.1% | $141,162-25.9% | $72,985+43.4% |
| Participation rate | 94.0% | 75.1%+18.9pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 30.25% | 111.85%-81.6pp | 71.39%-41.1pp | 81.00%-50.7pp |
| Employer contribution / active EE | $4,807 | $3,114+54.4% | $4,735+1.5% | $2,440+97.0% |
| Participant deferral / active EE | $15,055 | $5,418+177.9% | $6,709+124.4% | $3,607+317.3% |
| Admin fee / account holder | $4,894 | $5,958-17.9% | $10,261-52.3% | $5,124-4.5% |