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 | $103,640 | $81,208+27.6% | $98,907+4.8% | $79,858+29.8% |
| Participation rate | 82.4% | 72.5%+9.8pp | 76.0%+6.3pp | 69.6%+12.7pp |
| Annual return | 16.80% | 60.99%-44.2pp | 196.43%-179.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,557 | $1,960-20.5% | $2,689-42.1% | $2,471-37.0% |
| Participant deferral / active EE | $3,762 | $3,265+15.2% | $4,244-11.4% | $3,740+0.6% |
| Admin fee / account holder | $8,259 | $6,013+37.4% | $6,642+24.4% | $5,306+55.6% |