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 | $102,681 | $91,538+12.2% | $129,995-21.0% | $75,163+36.6% |
| Participation rate | 80.2% | 71.4%+8.8pp | 78.5%+1.7pp | 67.2%+13.0pp |
| Annual return | 19.95% | -631.11%+651.1pp | -137.18%+157.1pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,840 | $2,845+35.0% | $4,320-11.1% | $2,670+43.8% |
| Participant deferral / active EE | $8,572 | $4,341+97.5% | $5,820+47.3% | $4,125+107.8% |
| Admin fee / account holder | $14,658 | $6,790+115.9% | $10,614+38.1% | $5,651+159.4% |