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 | $107,859 | $85,766+25.8% | $136,294-20.9% | $70,131+53.8% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 18.24% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $3,782 | $2,966+27.5% | $4,695-19.4% | $2,342+61.5% |
| Participant deferral / active EE | $8,276 | $5,051+63.8% | $6,247+32.5% | $3,332+148.4% |
| Admin fee / account holder | $7,272 | $5,420+34.2% | $9,243-21.3% | $4,645+56.5% |