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 | $105,554 | $89,753+17.6% | $107,525-1.8% | $84,808+24.5% |
| Participation rate | 98.0% | 68.1%+30.0pp | 75.1%+23.0pp | 68.3%+29.7pp |
| Annual return | 15.55% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $7,558 | $3,113+142.7% | $3,754+101.4% | $2,631+187.3% |
| Participant deferral / active EE | $6,187 | $4,056+52.5% | $5,116+20.9% | $4,212+46.9% |
| Admin fee / account holder | $17,731 | $7,222+145.5% | $8,919+98.8% | $7,344+141.4% |