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 | $116,418 | $85,766+35.7% | $136,294-14.6% | $70,131+66.0% |
| Participation rate | 94.6% | 74.2%+20.4pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 16.26% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,546 | $2,966-14.2% | $4,695-45.8% | $2,342+8.7% |
| Participant deferral / active EE | $5,780 | $5,051+14.4% | $6,247-7.5% | $3,332+73.5% |
| Admin fee / account holder | $1,720 | $5,420-68.3% | $9,243-81.4% | $4,645-63.0% |