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 | $101,623 | $98,750+2.9% | $149,696-32.1% | $79,858+27.3% |
| Participation rate | 95.9% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.3pp |
| Annual return | 14.25% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $5,408 | $3,216+68.1% | $4,644+16.4% | $2,471+118.9% |
| Participant deferral / active EE | $11,278 | $5,680+98.5% | $6,842+64.8% | $3,740+201.5% |
| Admin fee / account holder | $7,469 | $6,053+23.4% | $9,309-19.8% | $5,306+40.8% |