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 | $132,381 | $84,233+57.2% | $170,442-22.3% | $70,131+88.8% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 20.07% | 23.06%-3.0pp | 205.93%-185.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,021 | $3,387-40.3% | $5,433-62.8% | $2,342-13.7% |
| Participant deferral / active EE | $4,509 | $3,086+46.1% | $4,939-8.7% | $3,332+35.3% |
| Admin fee / account holder | $7,992 | $5,698+40.3% | $13,880-42.4% | $4,645+72.0% |