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 | $108,349 | $78,672+37.7% | $109,143-0.7% | $85,850+26.2% |
| Participation rate | 97.5% | 68.3%+29.2pp | 75.9%+21.6pp | 69.3%+28.2pp |
| Annual return | 14.25% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,103 | $2,735-59.7% | $3,722-70.4% | $2,565-57.0% |
| Participant deferral / active EE | $8,446 | $3,467+143.6% | $4,653+81.5% | $3,952+113.7% |
| Admin fee / account holder | $1,439 | $5,469-73.7% | $6,752-78.7% | $6,260-77.0% |