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 | $110,752 | $91,190+21.5% | $178,490-38.0% | $79,858+38.7% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 18.01% | 24.19%-6.2pp | 151.07%-133.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $7,311 | $3,256+124.5% | $5,011+45.9% | $2,471+195.9% |
| Participant deferral / active EE | $13,053 | $3,236+303.4% | $5,202+151.0% | $3,740+249.0% |
| Admin fee / account holder | $3,275 | $6,751-51.5% | $13,984-76.6% | $5,306-38.3% |