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 | $108,977 | $85,202+27.9% | $172,739-36.9% | $72,985+49.3% |
| Participation rate | 71.7% | 70.1%+1.7pp | 82.6%-10.9pp | 69.5%+2.3pp |
| Annual return | 20.27% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,927 | $3,324-42.0% | $5,143-62.5% | $2,440-21.0% |
| Participant deferral / active EE | $4,375 | $3,260+34.2% | $5,198-15.8% | $3,607+21.3% |
| Admin fee / account holder | $1,292 | $5,884-78.0% | $13,954-90.7% | $5,124-74.8% |