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 | $109,055 | $98,750+10.4% | $149,696-27.1% | $79,858+36.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 19.87% | 27.43%-7.6pp | 276.60%-256.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $2,115 | $3,216-34.2% | $4,644-54.5% | $2,471-14.4% |
| Participant deferral / active EE | $8,005 | $5,680+40.9% | $6,842+17.0% | $3,740+114.0% |
| Admin fee / account holder | $1,229 | $6,053-79.7% | $9,309-86.8% | $5,306-76.8% |