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 | $100,030 | $79,171+26.3% | $102,423-2.3% | $74,495+34.3% |
| Participation rate | 91.8% | 74.8%+17.0pp | 76.5%+15.3pp | 67.2%+24.6pp |
| Annual return | 11.40% | 54.93%-43.5pp | 29.32%-17.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $3,980 | $2,362+68.5% | $3,023+31.6% | $2,623+51.7% |
| Participant deferral / active EE | $5,669 | $4,415+28.4% | $5,053+12.2% | $4,346+30.4% |
| Admin fee / account holder | $3,439 | $2,001+71.9% | $9,451-63.6% | $1,942+77.1% |