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 | $108,539 | $98,750+9.9% | $149,696-27.5% | $79,858+35.9% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.5%+0.5pp | 69.6%+13.4pp |
| Annual return | 16.39% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,739 | $3,216-14.8% | $4,644-41.0% | $2,471+10.9% |
| Participant deferral / active EE | $5,365 | $5,680-5.5% | $6,842-21.6% | $3,740+43.5% |
| Admin fee / account holder | $1,017 | $6,053-83.2% | $9,309-89.1% | $5,306-80.8% |