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 | $137,227 | $98,750+39.0% | $149,696-8.3% | $79,858+71.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 17.80% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,621 | $3,216-18.5% | $4,644-43.6% | $2,471+6.1% |
| Participant deferral / active EE | $6,234 | $5,680+9.8% | $6,842-8.9% | $3,740+66.7% |
| Admin fee / account holder | $12,043 | $6,053+99.0% | $9,309+29.4% | $5,306+127.0% |