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 | $103,394 | $98,750+4.7% | $149,696-30.9% | $79,858+29.5% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.9pp |
| Annual return | 16.61% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,552 | $3,216-20.7% | $4,644-45.1% | $2,471+3.3% |
| Participant deferral / active EE | $8,304 | $5,680+46.2% | $6,842+21.4% | $3,740+122.0% |
| Admin fee / account holder | $12,715 | $6,053+110.1% | $9,309+36.6% | $5,306+139.6% |