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 | $104,889 | $89,753+16.9% | $107,525-2.5% | $84,808+23.7% |
| Participation rate | 97.9% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.6pp |
| Annual return | 18.37% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,104 | $3,113+31.8% | $3,754+9.3% | $2,631+56.0% |
| Participant deferral / active EE | $8,967 | $4,056+121.1% | $5,116+75.3% | $4,212+112.9% |
| Admin fee / account holder | $2,591 | $7,222-64.1% | $8,919-71.0% | $7,344-64.7% |