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 | $95,194 | $86,286+10.3% | $111,297-14.5% | $85,850+10.9% |
| Participation rate | 94.6% | 73.3%+21.3pp | 77.3%+17.3pp | 69.3%+25.3pp |
| Annual return | 25.43% | 19.99%+5.4pp | 54.65%-29.2pp | 318.53%-293.1pp |
| Employer contribution / active EE | $3,049 | $2,043+49.2% | $2,731+11.6% | $2,565+18.9% |
| Participant deferral / active EE | $6,445 | $3,641+77.0% | $4,487+43.6% | $3,952+63.1% |
| Admin fee / account holder | $4,498 | $8,188-45.1% | $7,964-43.5% | $6,260-28.1% |