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 | $101,516 | $95,416+6.4% | $185,823-45.4% | $85,850+18.2% |
| Participation rate | 93.5% | 68.8%+24.8pp | 81.7%+11.8pp | 69.3%+24.2pp |
| Annual return | 13.76% | 23.59%-9.8pp | 122.05%-108.3pp | 318.53%-304.8pp |
| Employer contribution / active EE | $5,223 | $3,314+57.6% | $5,167+1.1% | $2,565+103.6% |
| Participant deferral / active EE | $4,967 | $3,423+45.1% | $5,568-10.8% | $3,952+25.7% |
| Admin fee / account holder | $1,523 | $7,213-78.9% | $16,237-90.6% | $6,260-75.7% |