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 | $113,690 | $93,571+21.5% | $135,903-16.3% | $75,163+51.3% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 17.64% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $4,485 | $3,537+26.8% | $4,856-7.6% | $2,670+68.0% |
| Participant deferral / active EE | $10,854 | $6,404+69.5% | $7,758+39.9% | $4,125+163.1% |
| Admin fee / account holder | $3,187 | $6,975-54.3% | $10,762-70.4% | $5,651-43.6% |