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 | $103,262 | $102,317+0.9% | $146,958-29.7% | $80,856+27.7% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 16.56% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,381 | $3,713-8.9% | $4,933-31.5% | $2,755+22.7% |
| Participant deferral / active EE | $8,279 | $6,644+24.6% | $8,070+2.6% | $4,296+92.7% |
| Admin fee / account holder | $2,531 | $7,941-68.1% | $12,998-80.5% | $6,918-63.4% |