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 | $110,132 | $79,449+38.6% | $189,557-41.9% | $85,850+28.3% |
| Participation rate | 84.4% | 66.0%+18.5pp | 78.4%+6.0pp | 69.3%+15.1pp |
| Annual return | 27.43% | 18.45%+9.0pp | 64.17%-36.7pp | 318.53%-291.1pp |
| Employer contribution / active EE | $2,965 | $2,081+42.5% | $4,412-32.8% | $2,565+15.6% |
| Participant deferral / active EE | $6,111 | $4,051+50.8% | $6,174-1.0% | $3,952+54.6% |
| Admin fee / account holder | $38,767 | $5,377+621.0% | $9,807+295.3% | $6,260+519.3% |