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 | $106,535 | $99,985+6.6% | $146,665-27.4% | $85,850+24.1% |
| Participation rate | 88.5% | 73.1%+15.4pp | 80.1%+8.4pp | 69.3%+19.1pp |
| Annual return | 18.26% | 18.93%-0.7pp | 22.74%-4.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $15,545 | $2,559+507.6% | $4,136+275.8% | $2,565+506.0% |
| Participant deferral / active EE | $2,409 | $4,006-39.8% | $5,506-56.2% | $3,952-39.0% |
| Admin fee / account holder | $2,262 | $7,702-70.6% | $10,280-78.0% | $6,260-63.9% |