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 | $98,881 | $70,669+39.9% | $169,368-41.6% | $75,163+31.6% |
| Participation rate | 72.4% | 64.8%+7.6pp | 77.1%-4.7pp | 67.2%+5.2pp |
| Annual return | 21.47% | 36.36%-14.9pp | 405.60%-384.1pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,745 | $2,211-21.0% | $4,013-56.5% | $2,670-34.6% |
| Participant deferral / active EE | $6,011 | $4,311+39.5% | $6,221-3.4% | $4,125+45.7% |
| Admin fee / account holder | $1,980 | $5,402-63.3% | $9,003-78.0% | $5,651-65.0% |