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 | $113,604 | $105,181+8.0% | $159,436-28.7% | $85,850+32.3% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.8%-3.5pp | 69.3%+10.0pp |
| Annual return | 20.78% | 45.07%-24.3pp | 263.57%-242.8pp | 318.53%-297.8pp |
| Employer contribution / active EE | $7,270 | $3,318+119.1% | $4,829+50.5% | $2,565+183.4% |
| Participant deferral / active EE | $10,554 | $5,945+77.5% | $7,352+43.6% | $3,952+167.1% |
| Admin fee / account holder | $909 | $6,933-86.9% | $10,799-91.6% | $6,260-85.5% |