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 | $112,141 | $89,753+24.9% | $107,525+4.3% | $84,808+32.2% |
| Participation rate | 97.1% | 68.1%+29.1pp | 75.1%+22.1pp | 68.3%+28.8pp |
| Annual return | 17.27% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,844 | $3,113-8.7% | $3,754-24.2% | $2,631+8.1% |
| Participant deferral / active EE | $6,556 | $4,056+61.6% | $5,116+28.2% | $4,212+55.7% |
| Admin fee / account holder | $2,943 | $7,222-59.2% | $8,919-67.0% | $7,344-59.9% |