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 | $125,527 | $80,717+55.5% | $154,803-18.9% | $84,808+48.0% |
| Participation rate | 82.9% | 66.8%+16.0pp | 78.1%+4.8pp | 68.3%+14.5pp |
| Annual return | 14.50% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,903 | $3,303+169.5% | $5,540+60.7% | $4,212+111.4% |
| Admin fee / account holder | $9,107 | $6,746+35.0% | $14,329-36.4% | $7,344+24.0% |