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 | $119,272 | $94,625+26.0% | $116,228+2.6% | $84,808+40.6% |
| Participation rate | 82.4% | 70.4%+11.9pp | 74.6%+7.8pp | 68.3%+14.0pp |
| Annual return | 15.71% | 20.40%-4.7pp | 90.06%-74.3pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,548 | $2,347-34.0% | $2,994-48.3% | $2,631-41.2% |
| Participant deferral / active EE | $6,318 | $3,972+59.1% | $4,953+27.6% | $4,212+50.0% |
| Admin fee / account holder | $4,989 | $10,091-50.6% | $11,989-58.4% | $7,344-32.1% |