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 | $101,201 | $89,753+12.8% | $107,525-5.9% | $84,808+19.3% |
| Participation rate | 98.8% | 68.1%+30.7pp | 75.1%+23.7pp | 68.3%+30.5pp |
| Annual return | 15.13% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,945 | $3,113-5.4% | $3,754-21.5% | $2,631+11.9% |
| Participant deferral / active EE | $7,024 | $4,056+73.2% | $5,116+37.3% | $4,212+66.8% |
| Admin fee / account holder | $2,768 | $7,222-61.7% | $8,919-69.0% | $7,344-62.3% |