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 | $105,306 | $78,672+33.9% | $109,143-3.5% | $85,850+22.7% |
| Participation rate | 88.2% | 68.3%+19.9pp | 75.9%+12.3pp | 69.3%+18.8pp |
| Annual return | 14.62% | 25.09%-10.5pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $14,354 | $2,735+424.9% | $3,722+285.7% | $2,565+459.6% |
| Participant deferral / active EE | $2,015 | $3,467-41.9% | $4,653-56.7% | $3,952-49.0% |
| Admin fee / account holder | $34,472 | $5,469+530.3% | $6,752+410.5% | $6,260+450.7% |