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 | $118,153 | $84,233+40.3% | $170,442-30.7% | $70,131+68.5% |
| Participation rate | 74.1% | 70.8%+3.2pp | 83.6%-9.5pp | 69.5%+4.5pp |
| Annual return | 18.36% | 23.06%-4.7pp | 205.93%-187.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,778 | $3,086-42.4% | $4,939-64.0% | $3,332-46.6% |
| Admin fee / account holder | $12,261 | $5,698+115.2% | $13,880-11.7% | $4,645+163.9% |