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 | $114,338 | $59,101+93.5% | $77,163+48.2% | $75,163+52.1% |
| Participation rate | 79.4% | 63.9%+15.5pp | 69.6%+9.8pp | 67.2%+12.2pp |
| Annual return | 18.39% | 26.71%-8.3pp | 37.87%-19.5pp | 160.62%-142.2pp |
| Employer contribution / active EE | $450 | $1,995-77.4% | $2,535-82.2% | $2,670-83.1% |
| Participant deferral / active EE | $8,595 | $2,999+186.6% | $3,833+124.2% | $4,125+108.4% |
| Admin fee / account holder | $13,596 | $4,774+184.8% | $5,472+148.4% | $5,651+140.6% |