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 | $111,415 | $57,541+93.6% | $95,745+16.4% | $75,163+48.2% |
| Participation rate | 89.3% | 62.5%+26.8pp | 72.3%+17.0pp | 67.2%+22.1pp |
| Annual return | 15.19% | 34.93%-19.7pp | 28.35%-13.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,601 | $1,808-11.4% | $2,835-43.5% | $2,670-40.0% |
| Participant deferral / active EE | $4,073 | $3,074+32.5% | $4,245-4.0% | $4,125-1.3% |
| Admin fee / account holder | $15,787 | $4,099+285.2% | $5,678+178.1% | $5,651+179.4% |