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 | $108,926 | $89,355+21.9% | $141,162-22.8% | $72,985+49.2% |
| Participation rate | 92.5% | 75.1%+17.3pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 21.02% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,543 | $3,114-50.5% | $4,735-67.4% | $2,440-36.8% |
| Participant deferral / active EE | $5,834 | $5,418+7.7% | $6,709-13.0% | $3,607+61.7% |
| Admin fee / account holder | $3,816 | $5,958-36.0% | $10,261-62.8% | $5,124-25.5% |