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 | $94,267 | $100,923-6.6% | $150,045-37.2% | $74,304+26.9% |
| Participation rate | 85.9% | 70.1%+15.8pp | 82.3%+3.6pp | 60.3%+25.5pp |
| Annual return | 50.50% | 51.77%-1.3pp | 62.55%-12.1pp | 29.43%+21.1pp |
| Employer contribution / active EE | $5,842 | $3,463+68.7% | $4,693+24.5% | $2,241+160.7% |
| Participant deferral / active EE | $13,946 | $6,709+107.9% | $7,997+74.4% | $3,767+270.2% |
| Admin fee / account holder | $6,638 | $2,767+139.9% | $13,435-50.6% | $2,969+123.6% |