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 | $104,832 | $89,355+17.3% | $141,162-25.7% | $72,985+43.6% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.0pp | 69.5%+28.0pp |
| Annual return | 23.26% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $3,693 | $3,114+18.6% | $4,735-22.0% | $2,440+51.4% |
| Participant deferral / active EE | $6,802 | $5,418+25.6% | $6,709+1.4% | $3,607+88.6% |
| Admin fee / account holder | $1,056 | $5,958-82.3% | $10,261-89.7% | $5,124-79.4% |