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 | $104,895 | $86,286+21.6% | $111,297-5.8% | $85,850+22.2% |
| Participation rate | 97.9% | 73.3%+24.5pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 11.78% | 19.99%-8.2pp | 54.65%-42.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $9,159 | $2,043+348.3% | $2,731+235.4% | $2,565+257.1% |
| Participant deferral / active EE | $4,157 | $3,641+14.2% | $4,487-7.4% | $3,952+5.2% |
| Admin fee / account holder | $28,829 | $8,188+252.1% | $7,964+262.0% | $6,260+360.5% |