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 | $106,207 | $89,753+18.3% | $107,525-1.2% | $84,808+25.2% |
| Participation rate | 93.9% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.6pp |
| Annual return | 13.91% | 29.48%-15.6pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $6,455 | $3,113+107.3% | $3,754+72.0% | $2,631+145.3% |
| Participant deferral / active EE | $6,120 | $4,056+50.9% | $5,116+19.6% | $4,212+45.3% |
| Admin fee / account holder | $804 | $7,222-88.9% | $8,919-91.0% | $7,344-89.1% |