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 | $97,177 | $82,032+18.5% | $123,104-21.1% | $59,632+63.0% |
| Participation rate | 95.8% | 83.2%+12.6pp | 86.8%+9.0pp | 68.7%+27.1pp |
| Annual return | 1.51% | 5.12%-3.6pp | 13.22%-11.7pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $7,171 | $3,297+117.5% | $5,151+39.2% | $2,203+225.5% |
| Participant deferral / active EE | $2,944 | $4,667-36.9% | $6,230-52.7% | $3,192-7.8% |
| Admin fee / account holder | $3,721 | $5,881-36.7% | $9,015-58.7% | $4,297-13.4% |