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 | $106,128 | $118,450-10.4% | $98,439+7.8% | $139,434-23.9% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 14.36% | 18.94%-4.6pp | 21.16%-6.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $6,635 | $3,609+83.8% | $3,048+117.7% | $4,751+39.7% |
| Participant deferral / active EE | $6,604 | $5,392+22.5% | $4,738+39.4% | $6,710-1.6% |
| Admin fee / account holder | $904 | $14,026-93.6% | $8,948-89.9% | $11,403-92.1% |