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 | $104,963 | $85,202+23.2% | $172,739-39.2% | $72,985+43.8% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 18.30% | 27.32%-9.0pp | 802.84%-784.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $4,128 | $3,324+24.2% | $5,143-19.7% | $2,440+69.2% |
| Participant deferral / active EE | $3,255 | $3,260-0.2% | $5,198-37.4% | $3,607-9.8% |
| Admin fee / account holder | $14,600 | $5,884+148.1% | $13,954+4.6% | $5,124+184.9% |