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 | $106,367 | $78,705+35.1% | $117,854-9.7% | $70,131+51.7% |
| Participation rate | 88.9% | 73.2%+15.7pp | 79.7%+9.2pp | 69.5%+19.3pp |
| Annual return | 15.89% | 23.30%-7.4pp | 335.08%-319.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,964 | $2,223+33.3% | $3,786-21.7% | $2,342+26.5% |
| Participant deferral / active EE | $8,344 | $3,297+153.1% | $4,482+86.2% | $3,332+150.5% |
| Admin fee / account holder | $5,587 | $5,065+10.3% | $8,020-30.3% | $4,645+20.3% |