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 | $109,026 | $85,766+27.1% | $136,294-20.0% | $70,131+55.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 15.09% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,934 | $2,966+32.6% | $4,695-16.2% | $2,342+67.9% |
| Participant deferral / active EE | $11,301 | $5,051+123.7% | $6,247+80.9% | $3,332+239.2% |
| Admin fee / account holder | $9,058 | $5,420+67.1% | $9,243-2.0% | $4,645+95.0% |