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 | $103,611 | $117,381-11.7% | $99,443+4.2% | $152,861-32.2% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.4%+6.4pp |
| Annual return | 19.29% | 31.87%-12.6pp | 30.72%-11.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $4,655 | $3,013+54.5% | $2,540+83.3% | $4,762-2.2% |
| Participant deferral / active EE | $808 | $4,086-80.2% | $3,619-77.7% | $5,850-86.2% |
| Admin fee / account holder | $3,228 | $7,631-57.7% | $6,250-48.4% | $11,596-72.2% |