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 | $106,143 | $91,552+15.9% | $133,956-20.8% | $79,858+32.9% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.6%+12.2pp |
| Annual return | 14.71% | 61.85%-47.1pp | 45.09%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,679 | $2,384-29.6% | $3,919-57.2% | $2,471-32.1% |
| Participant deferral / active EE | $2,436 | $3,733-34.8% | $5,048-51.7% | $3,740-34.9% |
| Admin fee / account holder | $4,843 | $6,321-23.4% | $8,927-45.7% | $5,306-8.7% |