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 | $102,238 | $74,888+36.5% | $71,209+43.6% | $142,382-28.2% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 15.49% | 345.14%-329.7pp | 282.51%-267.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,786 | $2,854+32.6% | $2,721+39.1% | $4,299-11.9% |
| Participant deferral / active EE | $2,990 | $4,454-32.9% | $4,175-28.4% | $6,507-54.1% |
| Admin fee / account holder | $1,331 | $5,568-76.1% | $5,349-75.1% | $12,624-89.5% |