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 | $105,928 | $91,552+15.7% | $133,956-20.9% | $79,858+32.6% |
| Participation rate | 98.1% | 73.3%+24.8pp | 79.8%+18.3pp | 69.6%+28.5pp |
| Annual return | 13.46% | 61.85%-48.4pp | 45.09%-31.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,156 | $2,384-9.5% | $3,919-45.0% | $2,471-12.7% |
| Participant deferral / active EE | $3,095 | $3,733-17.1% | $5,048-38.7% | $3,740-17.3% |
| Admin fee / account holder | $1,458 | $6,321-76.9% | $8,927-83.7% | $5,306-72.5% |