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 | $103,592 | $98,750+4.9% | $149,696-30.8% | $79,858+29.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 20.26% | 27.43%-7.2pp | 276.60%-256.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $3,364 | $3,216+4.6% | $4,644-27.6% | $2,471+36.2% |
| Participant deferral / active EE | $6,971 | $5,680+22.7% | $6,842+1.9% | $3,740+86.4% |
| Admin fee / account holder | $635 | $6,053-89.5% | $9,309-93.2% | $5,306-88.0% |