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 | $111,437 | $89,753+24.2% | $107,525+3.6% | $84,808+31.4% |
| Participation rate | 88.2% | 68.1%+20.2pp | 75.1%+13.2pp | 68.3%+19.9pp |
| Annual return | 13.26% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,144 | $3,113-31.1% | $3,754-42.9% | $2,631-18.5% |
| Participant deferral / active EE | $5,123 | $4,056+26.3% | $5,116+0.1% | $4,212+21.6% |
| Admin fee / account holder | $5,505 | $7,222-23.8% | $8,919-38.3% | $7,344-25.0% |