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 | $105,579 | $58,208+81.4% | $81,812+29.1% | $80,856+30.6% |
| Participation rate | 78.0% | 63.4%+14.6pp | 72.3%+5.7pp | 67.6%+10.4pp |
| Annual return | 16.35% | 41.66%-25.3pp | 773.79%-757.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,426 | $2,340+3.7% | $2,912-16.7% | $2,755-11.9% |
| Participant deferral / active EE | $5,143 | $3,281+56.7% | $4,319+19.1% | $4,296+19.7% |
| Admin fee / account holder | $1,090 | $4,981-78.1% | $7,386-85.2% | $6,918-84.2% |