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 | $107,852 | $61,605+75.1% | $112,229-3.9% | $75,163+43.5% |
| Participation rate | 90.9% | 61.7%+29.2pp | 72.4%+18.5pp | 67.2%+23.7pp |
| Annual return | 19.72% | 28.47%-8.8pp | 30.20%-10.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $10,049 | $2,015+398.6% | $3,430+193.0% | $2,670+276.4% |
| Participant deferral / active EE | $5,919 | $3,108+90.4% | $4,798+23.4% | $4,125+43.5% |
| Admin fee / account holder | $12,210 | $4,862+151.1% | $7,748+57.6% | $5,651+116.1% |