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 | $118,118 | $81,632+44.7% | $70,449+67.7% | $158,922-25.7% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+9.0pp |
| Annual return | 16.05% | 208.40%-192.4pp | 109.03%-93.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,528 | $3,217-52.5% | $2,737-44.2% | $4,761-67.9% |
| Participant deferral / active EE | $4,924 | $4,554+8.1% | $3,709+32.8% | $5,982-17.7% |
| Admin fee / account holder | $8,761 | $6,193+41.5% | $3,845+127.8% | $11,246-22.1% |