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 | $111,240 | $137,414-19.0% | $189,513-41.3% | $85,850+29.6% |
| Participation rate | 94.0% | 84.6%+9.4pp | 87.8%+6.2pp | 69.3%+24.7pp |
| Annual return | 35.08% | 38.14%-3.1pp | 555.15%-520.1pp | 318.53%-283.5pp |
| Employer contribution / active EE | $2,726 | $4,344-37.3% | $6,162-55.8% | $2,565+6.3% |
| Participant deferral / active EE | $6,257 | $6,2600% | $8,221-23.9% | $3,952+58.3% |
| Admin fee / account holder | $2,333 | $8,630-73.0% | $12,045-80.6% | $6,260-62.7% |