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 | $105,991 | $77,634+36.5% | $156,549-32.3% | $62,891+68.5% |
| Participation rate | 90.7% | 71.2%+19.5pp | 84.0%+6.7pp | 69.3%+21.4pp |
| Annual return | 4.95% | 50.32%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $6,536 | $3,444+89.8% | $5,501+18.8% | $2,281+186.6% |
| Participant deferral / active EE | $4,516 | $3,045+48.3% | $4,871-7.3% | $3,203+41.0% |
| Admin fee / account holder | $984 | $5,561-82.3% | $13,027-92.4% | $4,296-77.1% |