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 | $103,046 | $77,314+33.3% | $177,989-42.1% | $80,856+27.4% |
| Participation rate | 81.3% | 65.7%+15.6pp | 77.1%+4.2pp | 67.6%+13.6pp |
| Annual return | 16.14% | 18.09%-1.9pp | 294.48%-278.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $687 | $2,292-70.0% | $3,949-82.6% | $2,755-75.1% |
| Participant deferral / active EE | $4,900 | $4,411+11.1% | $6,276-21.9% | $4,296+14.1% |
| Admin fee / account holder | $10,981 | $7,191+52.7% | $10,363+6.0% | $6,918+58.7% |