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 | $129,985 | $85,202+52.6% | $172,739-24.8% | $72,985+78.1% |
| Participation rate | 75.8% | 70.1%+5.7pp | 82.6%-6.9pp | 69.5%+6.3pp |
| Annual return | 19.14% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,686 | $3,324-49.3% | $5,143-67.2% | $2,440-30.9% |
| Participant deferral / active EE | $6,746 | $3,260+106.9% | $5,198+29.8% | $3,607+87.0% |
| Admin fee / account holder | $3,187 | $5,884-45.8% | $13,954-77.2% | $5,124-37.8% |