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 | $112,941 | $77,899+45.0% | $149,673-24.5% | $75,163+50.3% |
| Participation rate | 95.6% | 65.6%+30.0pp | 78.8%+16.8pp | 67.2%+28.4pp |
| Annual return | 18.63% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,458 | $3,137-21.7% | $4,818-49.0% | $2,670-7.9% |
| Participant deferral / active EE | $4,793 | $3,411+40.5% | $5,680-15.6% | $4,125+16.2% |
| Admin fee / account holder | $3,826 | $5,956-35.8% | $13,210-71.0% | $5,651-32.3% |