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 | $102,625 | $89,355+14.9% | $141,162-27.3% | $72,985+40.6% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 30.12% | 111.85%-81.7pp | 71.39%-41.3pp | 81.00%-50.9pp |
| Employer contribution / active EE | $8,726 | $3,114+180.2% | $4,735+84.3% | $2,440+257.7% |
| Participant deferral / active EE | $13,826 | $5,418+155.2% | $6,709+106.1% | $3,607+283.3% |
| Admin fee / account holder | $716 | $5,958-88.0% | $10,261-93.0% | $5,124-86.0% |