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 | $110,624 | $86,286+28.2% | $111,297-0.6% | $85,850+28.9% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 15.22% | 19.99%-4.8pp | 54.65%-39.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,683 | $2,043-17.6% | $2,731-38.4% | $2,565-34.4% |
| Participant deferral / active EE | $5,630 | $3,641+54.6% | $4,487+25.5% | $3,952+42.5% |
| Admin fee / account holder | $17,405 | $8,188+112.6% | $7,964+118.6% | $6,260+178.0% |