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 | $110,658 | $54,705+102.3% | $71,209+55.4% | $84,808+30.5% |
| Participation rate | 84.1% | 64.1%+20.0pp | 73.8%+10.3pp | 68.3%+15.8pp |
| Annual return | 21.65% | 35.90%-14.2pp | 282.51%-260.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,610 | $2,158+21.0% | $2,721-4.1% | $2,631-0.8% |
| Participant deferral / active EE | $6,384 | $3,030+110.7% | $4,175+52.9% | $4,212+51.6% |
| Admin fee / account holder | $7,307 | $4,863+50.2% | $5,349+36.6% | $7,344-0.5% |