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 | $122,773 | $142,405-13.8% | $115,157+6.6% | $152,861-19.7% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.4%+7.6pp |
| Annual return | 23.47% | 41.48%-18.0pp | 35.60%-12.1pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,142 | $4,010-46.6% | $3,179-32.6% | $4,762-55.0% |
| Participant deferral / active EE | $4,159 | $5,164-19.5% | $4,168-0.2% | $5,850-28.9% |
| Admin fee / account holder | $17,515 | $8,462+107.0% | $7,088+147.1% | $11,596+51.0% |