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 | $116,342 | $77,899+49.3% | $149,673-22.3% | $75,163+54.8% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | 18.47% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,936 | $3,137-6.4% | $4,818-39.0% | $2,670+10.0% |
| Participant deferral / active EE | $11,561 | $3,411+238.9% | $5,680+103.5% | $4,125+180.3% |
| Admin fee / account holder | $4,380 | $5,956-26.5% | $13,210-66.8% | $5,651-22.5% |