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 | $103,830 | $105,181-1.3% | $159,436-34.9% | $85,850+20.9% |
| Participation rate | 98.1% | 75.8%+22.4pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 14.20% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,979 | $3,318-40.4% | $4,829-59.0% | $2,565-22.8% |
| Participant deferral / active EE | $7,780 | $5,945+30.9% | $7,352+5.8% | $3,952+96.9% |
| Admin fee / account holder | $1,875 | $6,933-73.0% | $10,799-82.6% | $6,260-70.0% |