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 | $108,668 | $202,432-46.3% | $169,368-35.8% | $139,434-22.1% |
| Participation rate | 84.6% | 81.1%+3.5pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 12.53% | 531.74%-519.2pp | 405.60%-393.1pp | 372.94%-360.4pp |
| Employer contribution / active EE | $6,356 | $4,692+35.5% | $4,013+58.4% | $4,751+33.8% |
| Participant deferral / active EE | $13,054 | $6,938+88.2% | $6,221+109.8% | $6,710+94.5% |
| Admin fee / account holder | $62,004 | $10,708+479.0% | $9,003+588.7% | $11,403+443.8% |