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 | $105,023 | $77,899+34.8% | $149,673-29.8% | $75,163+39.7% |
| Participation rate | 90.6% | 65.6%+25.0pp | 78.8%+11.9pp | 67.2%+23.4pp |
| Annual return | 21.90% | 31.72%-9.8pp | 134.42%-112.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $8,521 | $3,137+171.6% | $4,818+76.9% | $2,670+219.2% |
| Participant deferral / active EE | $7,243 | $3,411+112.3% | $5,680+27.5% | $4,125+75.6% |
| Admin fee / account holder | $4,993 | $5,956-16.2% | $13,210-62.2% | $5,651-11.6% |