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 | $108,779 | $85,766+26.8% | $136,294-20.2% | $70,131+55.1% |
| Participation rate | 75.8% | 74.2%+1.6pp | 81.9%-6.2pp | 69.5%+6.2pp |
| Annual return | 17.22% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $835 | $2,966-71.9% | $4,695-82.2% | $2,342-64.4% |
| Participant deferral / active EE | $7,868 | $5,051+55.7% | $6,247+25.9% | $3,332+136.1% |
| Admin fee / account holder | $16,345 | $5,420+201.5% | $9,243+76.8% | $4,645+251.9% |