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 | $105,382 | $86,286+22.1% | $111,297-5.3% | $85,850+22.8% |
| Participation rate | 80.2% | 73.3%+6.9pp | 77.3%+2.9pp | 69.3%+10.9pp |
| Annual return | 14.67% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,557 | $2,043-23.8% | $2,731-43.0% | $2,565-39.3% |
| Participant deferral / active EE | $6,213 | $3,641+70.7% | $4,487+38.5% | $3,952+57.2% |
| Admin fee / account holder | $25,060 | $8,188+206.1% | $7,964+214.7% | $6,260+300.3% |