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 | $111,758 | $86,286+29.5% | $111,297+0.4% | $85,850+30.2% |
| Participation rate | 90.2% | 73.3%+16.9pp | 77.3%+12.9pp | 69.3%+20.9pp |
| Annual return | 19.51% | 19.99%-0.5pp | 54.65%-35.1pp | 318.53%-299.0pp |
| Employer contribution / active EE | $1,123 | $2,043-45.0% | $2,731-58.9% | $2,565-56.2% |
| Participant deferral / active EE | $9,148 | $3,641+151.3% | $4,487+103.9% | $3,952+131.5% |
| Admin fee / account holder | $10,617 | $8,188+29.7% | $7,964+33.3% | $6,260+69.6% |