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 | $129,240 | $78,672+64.3% | $109,143+18.4% | $85,850+50.5% |
| Participation rate | 80.5% | 68.3%+12.2pp | 75.9%+4.6pp | 69.3%+11.2pp |
| Annual return | 19.05% | 25.09%-6.0pp | 25.75%-6.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,877 | $2,735-31.4% | $3,722-49.6% | $2,565-26.8% |
| Participant deferral / active EE | $7,757 | $3,467+123.7% | $4,653+66.7% | $3,952+96.3% |
| Admin fee / account holder | $2,281 | $5,469-58.3% | $6,752-66.2% | $6,260-63.6% |