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 | $106,490 | $69,207+53.9% | $64,056+66.2% | $139,434-23.6% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 11.60% | 45.88%-34.3pp | 33.69%-22.1pp | 372.94%-361.3pp |
| Employer contribution / active EE | $7,895 | $3,182+148.1% | $2,747+187.5% | $4,751+66.2% |
| Participant deferral / active EE | $1,368 | $4,682-70.8% | $3,880-64.8% | $6,710-79.6% |
| Admin fee / account holder | $844 | $4,244-80.1% | $3,068-72.5% | $11,403-92.6% |