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 | $104,727 | $89,355+17.2% | $141,162-25.8% | $72,985+43.5% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.5%+3.0pp | 69.5%+16.0pp |
| Annual return | 22.16% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,783 | $3,114-10.6% | $4,735-41.2% | $2,440+14.1% |
| Participant deferral / active EE | $6,594 | $5,418+21.7% | $6,709-1.7% | $3,607+82.8% |
| Admin fee / account holder | $2,709 | $5,958-54.5% | $10,261-73.6% | $5,124-47.1% |