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 | $112,787 | $100,041+12.7% | $149,718-24.7% | $70,131+60.8% |
| Participation rate | 88.2% | 83.6%+4.6pp | 87.1%+1.2pp | 69.5%+18.7pp |
| Annual return | 18.01% | 27.43%-9.4pp | 1501.63%-1483.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $3,171 | $3,662-13.4% | $5,445-41.8% | $2,342+35.4% |
| Participant deferral / active EE | $6,400 | $4,983+28.5% | $6,569-2.6% | $3,332+92.1% |
| Admin fee / account holder | $17,392 | $8,286+109.9% | $11,283+54.1% | $4,645+274.4% |