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 | $99,444 | $77,899+27.7% | $149,673-33.6% | $75,163+32.3% |
| Participation rate | 97.3% | 65.6%+31.7pp | 78.8%+18.5pp | 67.2%+30.1pp |
| Annual return | 19.28% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $7,145 | $3,137+127.7% | $4,818+48.3% | $2,670+167.6% |
| Participant deferral / active EE | $3,658 | $3,411+7.2% | $5,680-35.6% | $4,125-11.3% |
| Admin fee / account holder | $3,656 | $5,956-38.6% | $13,210-72.3% | $5,651-35.3% |