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 | $109,705 | $91,552+19.8% | $133,956-18.1% | $79,858+37.4% |
| Participation rate | 96.6% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.0pp |
| Annual return | 18.38% | 61.85%-43.5pp | 45.09%-26.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $4,481 | $2,384+88.0% | $3,919+14.3% | $2,471+81.3% |
| Participant deferral / active EE | $3,742 | $3,733+0.2% | $5,048-25.9% | $3,7400% |
| Admin fee / account holder | $2,611 | $6,321-58.7% | $8,927-70.8% | $5,306-50.8% |