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 | $108,224 | $105,181+2.9% | $159,436-32.1% | $85,850+26.1% |
| Participation rate | 98.7% | 75.8%+23.0pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 13.10% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,206 | $3,318-3.4% | $4,829-33.6% | $2,565+25.0% |
| Participant deferral / active EE | $8,534 | $5,945+43.6% | $7,352+16.1% | $3,952+116.0% |
| Admin fee / account holder | $6,762 | $6,933-2.5% | $10,799-37.4% | $6,260+8.0% |