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 | $106,981 | $80,724+32.5% | $103,333+3.5% | $74,495+43.6% |
| Participation rate | 98.0% | 65.7%+32.4pp | 74.5%+23.5pp | 67.2%+30.8pp |
| Annual return | 11.80% | 27.56%-15.8pp | 24.88%-13.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $3,133 | $3,157-0.8% | $3,868-19.0% | $2,623+19.5% |
| Participant deferral / active EE | $4,400 | $3,860+14.0% | $5,057-13.0% | $4,346+1.3% |
| Admin fee / account holder | $1,872 | $2,368-21.0% | $8,355-77.6% | $1,942-3.6% |