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 | $100,418 | $77,314+29.9% | $177,989-43.6% | $80,856+24.2% |
| Participation rate | 94.7% | 65.7%+29.0pp | 77.1%+17.7pp | 67.6%+27.1pp |
| Annual return | 11.65% | 18.09%-6.4pp | 294.48%-282.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,632 | $2,292+14.8% | $3,949-33.4% | $2,755-4.5% |
| Participant deferral / active EE | $2,930 | $4,411-33.6% | $6,276-53.3% | $4,296-31.8% |
| Admin fee / account holder | $2,260 | $7,191-68.6% | $10,363-78.2% | $6,918-67.3% |