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 | $102,000 | $77,314+31.9% | $177,989-42.7% | $80,856+26.1% |
| Participation rate | 75.3% | 65.7%+9.6pp | 77.1%-1.8pp | 67.6%+7.7pp |
| Annual return | 15.36% | 18.09%-2.7pp | 294.48%-279.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,188 | $2,292+39.1% | $3,949-19.3% | $2,755+15.7% |
| Participant deferral / active EE | $10,620 | $4,411+140.8% | $6,276+69.2% | $4,296+147.2% |
| Admin fee / account holder | $7,539 | $7,191+4.8% | $10,363-27.3% | $6,918+9.0% |