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 | $100,042 | $89,355+12.0% | $141,162-29.1% | $72,985+37.1% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 21.98% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,250 | $3,114-59.9% | $4,735-73.6% | $2,440-48.8% |
| Participant deferral / active EE | $7,667 | $5,418+41.5% | $6,709+14.3% | $3,607+112.5% |
| Admin fee / account holder | $37,528 | $5,958+529.9% | $10,261+265.7% | $5,124+632.4% |