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 | $110,807 | $86,286+28.4% | $111,297-0.4% | $85,850+29.1% |
| Participation rate | 85.2% | 73.3%+11.9pp | 77.3%+7.9pp | 69.3%+15.9pp |
| Annual return | 25.10% | 19.99%+5.1pp | 54.65%-29.6pp | 318.53%-293.4pp |
| Employer contribution / active EE | $2,044 | $2,0430% | $2,731-25.2% | $2,565-20.3% |
| Participant deferral / active EE | $4,609 | $3,641+26.6% | $4,487+2.7% | $3,952+16.6% |
| Admin fee / account holder | $13,865 | $8,188+69.3% | $7,964+74.1% | $6,260+121.5% |