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 | $101,842 | $64,839+57.1% | $95,585+6.5% | $84,808+20.1% |
| Participation rate | 81.3% | 63.8%+17.4pp | 72.1%+9.2pp | 68.3%+12.9pp |
| Annual return | 19.06% | -670.96%+690.0pp | 38.56%-19.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,682 | $1,759+109.3% | $2,527+45.7% | $2,631+39.9% |
| Participant deferral / active EE | $10,286 | $2,965+246.9% | $4,023+155.7% | $4,212+144.2% |
| Admin fee / account holder | $1,587 | $5,964-73.4% | $6,127-74.1% | $7,344-78.4% |