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 | $124,496 | $89,355+39.3% | $141,162-11.8% | $72,985+70.6% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 20.86% | 111.85%-91.0pp | 71.39%-50.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,714 | $3,114-12.8% | $4,735-42.7% | $2,440+11.2% |
| Participant deferral / active EE | $4,920 | $5,418-9.2% | $6,709-26.7% | $3,607+36.4% |
| Admin fee / account holder | $897 | $5,958-84.9% | $10,261-91.3% | $5,124-82.5% |