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 | $108,813 | $93,571+16.3% | $135,903-19.9% | $75,163+44.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 20.18% | 30.90%-10.7pp | 68.23%-48.1pp | 160.62%-140.4pp |
| Employer contribution / active EE | $4,885 | $3,537+38.1% | $4,856+0.6% | $2,670+83.0% |
| Participant deferral / active EE | $9,809 | $6,404+53.2% | $7,758+26.4% | $4,125+137.8% |
| Admin fee / account holder | $4,722 | $6,975-32.3% | $10,762-56.1% | $5,651-16.4% |