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 | $116,778 | $89,355+30.7% | $141,162-17.3% | $72,985+60.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 21.08% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,771 | $3,114-11.0% | $4,735-41.5% | $2,440+13.6% |
| Participant deferral / active EE | $9,117 | $5,418+68.3% | $6,709+35.9% | $3,607+152.7% |
| Admin fee / account holder | $17,453 | $5,958+192.9% | $10,261+70.1% | $5,124+240.6% |