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 | $104,494 | $70,669+47.9% | $169,368-38.3% | $75,163+39.0% |
| Participation rate | 76.0% | 64.8%+11.2pp | 77.1%-1.1pp | 67.2%+8.8pp |
| Annual return | 20.27% | 36.36%-16.1pp | 405.60%-385.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,010 | $2,211-9.1% | $4,013-49.9% | $2,670-24.7% |
| Participant deferral / active EE | $6,332 | $4,311+46.9% | $6,221+1.8% | $4,125+53.5% |
| Admin fee / account holder | $25,826 | $5,402+378.0% | $9,003+186.8% | $5,651+357.0% |