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 | $105,992 | $78,422+35.2% | $95,952+10.5% | $79,858+32.7% |
| Participation rate | 87.7% | 73.5%+14.2pp | 77.1%+10.6pp | 69.6%+18.0pp |
| Annual return | 13.26% | 19.37%-6.1pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $480 | $1,945-75.3% | $2,541-81.1% | $2,471-80.6% |
| Participant deferral / active EE | $2,338 | $3,440-32.0% | $4,167-43.9% | $3,740-37.5% |
| Admin fee / account holder | $2,937 | $5,622-47.8% | $6,795-56.8% | $5,306-44.6% |