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 | $114,539 | $95,416+20.0% | $185,823-38.4% | $85,850+33.4% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 15.98% | 23.59%-7.6pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,161 | $3,314-65.0% | $5,167-77.5% | $2,565-54.7% |
| Participant deferral / active EE | $4,286 | $3,423+25.2% | $5,568-23.0% | $3,952+8.5% |
| Admin fee / account holder | $19,137 | $7,213+165.3% | $16,237+17.9% | $6,260+205.7% |