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 | $113,646 | $54,705+107.7% | $71,209+59.6% | $84,808+34.0% |
| Participation rate | 87.1% | 64.1%+23.0pp | 73.8%+13.3pp | 68.3%+18.8pp |
| Annual return | 17.76% | 35.90%-18.1pp | 282.51%-264.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,496 | $2,158-30.7% | $2,721-45.0% | $2,631-43.2% |
| Participant deferral / active EE | $6,517 | $3,030+115.1% | $4,175+56.1% | $4,212+54.8% |
| Admin fee / account holder | $2,580 | $4,863-47.0% | $5,349-51.8% | $7,344-64.9% |