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 | $98,774 | $93,571+5.6% | $135,903-27.3% | $75,163+31.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 21.32% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $5,585 | $3,537+57.9% | $4,856+15.0% | $2,670+109.2% |
| Participant deferral / active EE | $10,017 | $6,404+56.4% | $7,758+29.1% | $4,125+142.8% |
| Admin fee / account holder | $19,272 | $6,975+176.3% | $10,762+79.1% | $5,651+241.0% |