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 | $108,237 | $100,041+8.2% | $149,718-27.7% | $70,131+54.3% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.1%-2.5pp | 69.5%+15.1pp |
| Annual return | 13.35% | 27.43%-14.1pp | 1501.63%-1488.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,504 | $3,662-4.3% | $5,445-35.6% | $2,342+49.6% |
| Participant deferral / active EE | $6,967 | $4,983+39.8% | $6,569+6.1% | $3,332+109.1% |
| Admin fee / account holder | $2,127 | $8,286-74.3% | $11,283-81.1% | $4,645-54.2% |