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 | $103,652 | $93,571+10.8% | $135,903-23.7% | $75,163+37.9% |
| Participation rate | 91.1% | 75.2%+15.9pp | 81.9%+9.2pp | 67.2%+23.9pp |
| Annual return | 17.79% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,065 | $3,537-69.9% | $4,856-78.1% | $2,670-60.1% |
| Participant deferral / active EE | $4,806 | $6,404-24.9% | $7,758-38.0% | $4,125+16.5% |
| Admin fee / account holder | $468 | $6,975-93.3% | $10,762-95.7% | $5,651-91.7% |