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 | $105,292 | $81,248+29.6% | $155,509-32.3% | $80,856+30.2% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 12.75% | 33.31%-20.6pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,668 | $3,100-46.2% | $4,672-64.3% | $2,755-39.5% |
| Participant deferral / active EE | $5,507 | $3,452+59.6% | $5,626-2.1% | $4,296+28.2% |
| Admin fee / account holder | $4,736 | $7,997-40.8% | $15,912-70.2% | $6,918-31.5% |