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 | $100,907 | $89,753+12.4% | $107,525-6.2% | $84,808+19.0% |
| Participation rate | 91.2% | 68.1%+23.2pp | 75.1%+16.2pp | 68.3%+22.9pp |
| Annual return | 14.65% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,560 | $3,113-49.9% | $3,754-58.4% | $2,631-40.7% |
| Participant deferral / active EE | $8,976 | $4,056+121.3% | $5,116+75.5% | $4,212+113.1% |
| Admin fee / account holder | $7,126 | $7,222-1.3% | $8,919-20.1% | $7,344-3.0% |