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 | $109,918 | $93,571+17.5% | $135,903-19.1% | $75,163+46.2% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 15.59% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,645 | $3,537-53.5% | $4,856-66.1% | $2,670-38.4% |
| Participant deferral / active EE | $8,300 | $6,404+29.6% | $7,758+7.0% | $4,125+101.2% |
| Admin fee / account holder | $1,651 | $6,975-76.3% | $10,762-84.7% | $5,651-70.8% |