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 | $108,800 | $117,841-7.7% | $102,423+6.2% | $145,922-25.4% |
| Participation rate | 95.7% | 78.6%+17.1pp | 76.5%+19.2pp | 80.3%+15.4pp |
| Annual return | 11.79% | 31.65%-19.9pp | 29.32%-17.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,602 | $3,615-55.7% | $3,023-47.0% | $4,660-65.6% |
| Participant deferral / active EE | $7,970 | $5,731+39.1% | $5,053+57.7% | $6,688+19.2% |
| Admin fee / account holder | $21,283 | $13,326+59.7% | $9,451+125.2% | $13,397+58.9% |