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 | $114,192 | $81,208+40.6% | $98,907+15.5% | $79,858+43.0% |
| Participation rate | 83.1% | 72.5%+10.6pp | 76.0%+7.1pp | 69.6%+13.5pp |
| Annual return | 30.34% | 60.99%-30.7pp | 196.43%-166.1pp | 31.71%-1.4pp |
| Employer contribution / active EE | $1,003 | $1,960-48.8% | $2,689-62.7% | $2,471-59.4% |
| Participant deferral / active EE | $5,507 | $3,265+68.7% | $4,244+29.7% | $3,740+47.2% |
| Admin fee / account holder | $544 | $6,013-90.9% | $6,642-91.8% | $5,306-89.7% |