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 | $104,095 | $89,753+16.0% | $107,525-3.2% | $84,808+22.7% |
| Participation rate | 96.7% | 68.1%+28.6pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 18.06% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,593 | $3,113-48.8% | $3,754-57.6% | $2,631-39.4% |
| Participant deferral / active EE | $5,987 | $4,056+47.6% | $5,116+17.0% | $4,212+42.1% |
| Admin fee / account holder | $3,703 | $7,222-48.7% | $8,919-58.5% | $7,344-49.6% |