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 | $88,408 | $77,899+13.5% | $149,673-40.9% | $75,163+17.6% |
| Participation rate | 91.2% | 65.6%+25.6pp | 78.8%+12.5pp | 67.2%+24.0pp |
| Annual return | 20.25% | 31.72%-11.5pp | 134.42%-114.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $4,711 | $3,137+50.2% | $4,818-2.2% | $2,670+76.5% |
| Participant deferral / active EE | $4,929 | $3,411+44.5% | $5,680-13.2% | $4,125+19.5% |
| Admin fee / account holder | $1,661 | $5,956-72.1% | $13,210-87.4% | $5,651-70.6% |