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 | $108,502 | $70,669+53.5% | $169,368-35.9% | $75,163+44.4% |
| Participation rate | 93.9% | 64.8%+29.1pp | 77.1%+16.7pp | 67.2%+26.7pp |
| Annual return | 16.05% | 36.36%-20.3pp | 405.60%-389.6pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,234 | $2,211-44.2% | $4,013-69.2% | $2,670-53.8% |
| Participant deferral / active EE | $7,202 | $4,311+67.1% | $6,221+15.8% | $4,125+74.6% |
| Admin fee / account holder | $499 | $5,402-90.8% | $9,003-94.5% | $5,651-91.2% |