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 | $112,986 | $77,899+45.0% | $149,673-24.5% | $75,163+50.3% |
| Participation rate | 98.1% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.9pp |
| Annual return | 21.39% | 31.72%-10.3pp | 134.42%-113.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,311 | $3,137-58.2% | $4,818-72.8% | $2,670-50.9% |
| Participant deferral / active EE | $5,964 | $3,411+74.8% | $5,680+5.0% | $4,125+44.6% |
| Admin fee / account holder | $3,500 | $5,956-41.2% | $13,210-73.5% | $5,651-38.1% |