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 | $105,060 | $98,750+6.4% | $149,696-29.8% | $79,858+31.6% |
| Participation rate | 77.9% | 75.8%+2.1pp | 82.5%-4.6pp | 69.6%+8.3pp |
| Annual return | 18.15% | 27.43%-9.3pp | 276.60%-258.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,669 | $3,216-48.1% | $4,644-64.1% | $2,471-32.4% |
| Participant deferral / active EE | $5,817 | $5,680+2.4% | $6,842-15.0% | $3,740+55.5% |
| Admin fee / account holder | $1,081 | $6,053-82.1% | $9,309-88.4% | $5,306-79.6% |