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 | $99,841 | $79,449+25.7% | $189,557-47.3% | $85,850+16.3% |
| Participation rate | 76.9% | 66.0%+10.9pp | 78.4%-1.5pp | 69.3%+7.6pp |
| Annual return | 16.05% | 18.45%-2.4pp | 64.17%-48.1pp | 318.53%-302.5pp |
| Employer contribution / active EE | $5,366 | $2,081+157.9% | $4,412+21.6% | $2,565+109.2% |
| Participant deferral / active EE | $8,771 | $4,051+116.5% | $6,174+42.1% | $3,952+121.9% |
| Admin fee / account holder | $3,803 | $5,377-29.3% | $9,807-61.2% | $6,260-39.3% |