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 | $100,645 | $98,750+1.9% | $149,696-32.8% | $79,858+26.0% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.3pp |
| Annual return | 17.66% | 27.43%-9.8pp | 276.60%-258.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $4,131 | $3,216+28.4% | $4,644-11.0% | $2,471+67.2% |
| Participant deferral / active EE | $8,225 | $5,680+44.8% | $6,842+20.2% | $3,740+119.9% |
| Admin fee / account holder | $1,196 | $6,053-80.2% | $9,309-87.2% | $5,306-77.5% |