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 | $111,903 | $56,114+99.4% | $96,139+16.4% | $85,850+30.3% |
| Participation rate | 79.5% | 56.7%+22.8pp | 68.4%+11.0pp | 69.3%+10.2pp |
| Annual return | 17.57% | 42.30%-24.7pp | 191.94%-174.4pp | 318.53%-301.0pp |
| Employer contribution / active EE | $637 | $1,620-60.6% | $2,797-77.2% | $2,565-75.1% |
| Participant deferral / active EE | $6,376 | $2,859+123.0% | $4,349+46.6% | $3,952+61.4% |
| Admin fee / account holder | $3,509 | $3,768-6.9% | $5,537-36.6% | $6,260-43.9% |