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 | $122,281 | $89,355+36.8% | $141,162-13.4% | $72,985+67.5% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 34.82% | 111.85%-77.0pp | 71.39%-36.6pp | 81.00%-46.2pp |
| Employer contribution / active EE | $2,465 | $3,114-20.8% | $4,735-47.9% | $2,440+1.0% |
| Participant deferral / active EE | $6,267 | $5,418+15.7% | $6,709-6.6% | $3,607+73.7% |
| Admin fee / account holder | $4,026 | $5,958-32.4% | $10,261-60.8% | $5,124-21.4% |