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 | $111,214 | $89,355+24.5% | $141,162-21.2% | $72,985+52.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 20.26% | 111.85%-91.6pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $4,473 | $3,114+43.6% | $4,735-5.5% | $2,440+83.3% |
| Participant deferral / active EE | $6,998 | $5,418+29.2% | $6,709+4.3% | $3,607+94.0% |
| Admin fee / account holder | $4,569 | $5,958-23.3% | $10,261-55.5% | $5,124-10.8% |