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 | $110,747 | $91,190+21.4% | $178,490-38.0% | $79,858+38.7% |
| Participation rate | 89.6% | 69.2%+20.4pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 20.79% | 24.19%-3.4pp | 151.07%-130.3pp | 31.71%-10.9pp |
| Employer contribution / active EE | $6,082 | $3,256+86.8% | $5,011+21.4% | $2,471+146.2% |
| Participant deferral / active EE | $4,943 | $3,236+52.8% | $5,202-5.0% | $3,740+32.2% |
| Admin fee / account holder | $4,950 | $6,751-26.7% | $13,984-64.6% | $5,306-6.7% |