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 | $107,791 | $51,175+110.6% | $70,515+52.9% | $75,163+43.4% |
| Participation rate | 97.7% | 60.9%+36.7pp | 68.3%+29.3pp | 67.2%+30.5pp |
| Annual return | 19.13% | 30.02%-10.9pp | 32.77%-13.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $5,578 | $1,826+205.4% | $2,973+87.6% | $2,670+108.9% |
| Participant deferral / active EE | $4,759 | $2,849+67.0% | $4,567+4.2% | $4,125+15.4% |
| Admin fee / account holder | $1,239 | $4,091-69.7% | $6,412-80.7% | $5,651-78.1% |