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 | $102,649 | $93,571+9.7% | $135,903-24.5% | $75,163+36.6% |
| Participation rate | 85.4% | 75.2%+10.2pp | 81.9%+3.5pp | 67.2%+18.2pp |
| Annual return | 22.98% | 30.90%-7.9pp | 68.23%-45.3pp | 160.62%-137.6pp |
| Employer contribution / active EE | $2,851 | $3,537-19.4% | $4,856-41.3% | $2,670+6.8% |
| Participant deferral / active EE | $10,016 | $6,404+56.4% | $7,758+29.1% | $4,125+142.8% |
| Admin fee / account holder | $1,473 | $6,975-78.9% | $10,762-86.3% | $5,651-73.9% |