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 | $103,480 | $77,634+33.3% | $156,549-33.9% | $62,891+64.5% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 5.96% | 50.32%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,774 | $3,444+38.6% | $5,501-13.2% | $2,281+109.3% |
| Participant deferral / active EE | $3,494 | $3,045+14.7% | $4,871-28.3% | $3,203+9.1% |
| Admin fee / account holder | $41,839 | $5,561+652.4% | $13,027+221.2% | $4,296+874.0% |