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 | $110,236 | $85,766+28.5% | $136,294-19.1% | $70,131+57.2% |
| Participation rate | 84.9% | 74.2%+10.8pp | 81.9%+3.0pp | 69.5%+15.4pp |
| Annual return | 16.34% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,232 | $2,966-24.8% | $4,695-52.5% | $2,342-4.7% |
| Participant deferral / active EE | $8,302 | $5,051+64.4% | $6,247+32.9% | $3,332+149.2% |
| Admin fee / account holder | $6,512 | $5,420+20.1% | $9,243-29.5% | $4,645+40.2% |