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 | $131,506 | $98,750+33.2% | $149,696-12.2% | $79,858+64.7% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.6pp |
| Annual return | 18.75% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,539 | $3,216-52.1% | $4,644-66.9% | $2,471-37.7% |
| Participant deferral / active EE | $8,144 | $5,680+43.4% | $6,842+19.0% | $3,740+117.7% |
| Admin fee / account holder | $3,574 | $6,053-41.0% | $9,309-61.6% | $5,306-32.7% |