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 | $108,079 | $78,672+37.4% | $109,143-1.0% | $85,850+25.9% |
| Participation rate | 91.1% | 68.3%+22.8pp | 75.9%+15.2pp | 69.3%+21.8pp |
| Annual return | 15.52% | 25.09%-9.6pp | 25.75%-10.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,051 | $2,735-61.6% | $3,722-71.8% | $2,565-59.0% |
| Participant deferral / active EE | $5,477 | $3,467+58.0% | $4,653+17.7% | $3,952+38.6% |
| Admin fee / account holder | $596 | $5,469-89.1% | $6,752-91.2% | $6,260-90.5% |