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 | $97,006 | $85,202+13.9% | $172,739-43.8% | $72,985+32.9% |
| Participation rate | 92.6% | 70.1%+22.6pp | 82.6%+10.0pp | 69.5%+23.2pp |
| Annual return | 19.77% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.2pp |
| Employer contribution / active EE | $5,621 | $3,324+69.1% | $5,143+9.3% | $2,440+130.4% |
| Participant deferral / active EE | $2,974 | $3,260-8.8% | $5,198-42.8% | $3,607-17.6% |
| Admin fee / account holder | $3,049 | $5,884-48.2% | $13,954-78.2% | $5,124-40.5% |