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 | $113,712 | $57,541+97.6% | $95,745+18.8% | $75,163+51.3% |
| Participation rate | 91.7% | 62.5%+29.2pp | 72.3%+19.4pp | 67.2%+24.5pp |
| Annual return | 15.63% | 34.93%-19.3pp | 28.35%-12.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,406 | $1,808-22.2% | $2,835-50.4% | $2,670-47.3% |
| Participant deferral / active EE | $2,594 | $3,074-15.6% | $4,245-38.9% | $4,125-37.1% |
| Admin fee / account holder | $2,012 | $4,099-50.9% | $5,678-64.6% | $5,651-64.4% |