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 | $97,468 | $89,355+9.1% | $141,162-31.0% | $72,985+33.5% |
| Participation rate | 77.6% | 75.1%+2.4pp | 82.5%-4.9pp | 69.5%+8.1pp |
| Annual return | 23.53% | 111.85%-88.3pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $5,205 | $3,114+67.1% | $4,735+9.9% | $2,440+113.3% |
| Participant deferral / active EE | $10,875 | $5,418+100.7% | $6,709+62.1% | $3,607+201.5% |
| Admin fee / account holder | $47,922 | $5,958+704.3% | $10,261+367.0% | $5,124+835.2% |