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 | $101,626 | $85,766+18.5% | $136,294-25.4% | $70,131+44.9% |
| Participation rate | 98.9% | 74.2%+24.8pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 15.98% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $4,364 | $2,966+47.1% | $4,695-7.1% | $2,342+86.3% |
| Participant deferral / active EE | $4,385 | $5,051-13.2% | $6,247-29.8% | $3,332+31.6% |
| Admin fee / account holder | $7,644 | $5,420+41.0% | $9,243-17.3% | $4,645+64.6% |