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 | $133,792 | $102,616+30.4% | $81,983+63.2% | $158,922-15.8% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.2%+18.3pp | 82.0%+5.5pp |
| Annual return | 7.04% | 61.04%-54.0pp | 41.31%-34.3pp | 302.83%-295.8pp |
| Employer contribution / active EE | $2,045 | $3,240-36.9% | $2,498-18.1% | $4,761-57.1% |
| Participant deferral / active EE | $6,658 | $4,648+43.2% | $3,722+78.9% | $5,982+11.3% |
| Admin fee / account holder | $16,069 | $8,235+95.1% | $5,664+183.7% | $11,246+42.9% |