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 | $108,731 | $54,705+98.8% | $71,209+52.7% | $84,808+28.2% |
| Participation rate | 87.1% | 64.1%+23.0pp | 73.8%+13.3pp | 68.3%+18.8pp |
| Annual return | 14.81% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,613 | $2,158+160.1% | $2,721+106.3% | $2,631+113.3% |
| Participant deferral / active EE | $8,468 | $3,030+179.4% | $4,175+102.8% | $4,212+101.1% |
| Admin fee / account holder | $6,907 | $4,863+42.0% | $5,349+29.1% | $7,344-5.9% |