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 | $106,197 | $102,317+3.8% | $146,958-27.7% | $80,856+31.3% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.2%+14.3pp | 67.6%+28.9pp |
| Annual return | 12.85% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,510 | $3,713+21.5% | $4,933-8.6% | $2,755+63.7% |
| Participant deferral / active EE | $3,178 | $6,644-52.2% | $8,070-60.6% | $4,296-26.0% |
| Admin fee / account holder | $2,187 | $7,941-72.5% | $12,998-83.2% | $6,918-68.4% |