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 | $99,906 | $85,766+16.5% | $136,294-26.7% | $70,131+42.5% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 24.85% | 31.45%-6.6pp | 5155.94%-5131.1pp | 73.14%-48.3pp |
| Employer contribution / active EE | $1,418 | $2,966-52.2% | $4,695-69.8% | $2,342-39.5% |
| Participant deferral / active EE | $3,114 | $5,051-38.4% | $6,247-50.2% | $3,332-6.5% |
| Admin fee / account holder | $10,309 | $5,420+90.2% | $9,243+11.5% | $4,645+121.9% |