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 | $124,818 | $67,411+85.2% | $91,001+37.2% | $70,131+78.0% |
| Participation rate | 85.1% | 71.4%+13.7pp | 75.6%+9.5pp | 69.5%+15.5pp |
| Annual return | 22.82% | -40.16%+63.0pp | 4.60%+18.2pp | 73.14%-50.3pp |
| Employer contribution / active EE | $3,390 | $1,786+89.8% | $2,456+38.1% | $2,342+44.7% |
| Participant deferral / active EE | $11,093 | $2,823+293.0% | $3,547+212.7% | $3,332+233.0% |
| Admin fee / account holder | $9,768 | $4,236+130.6% | $5,417+80.3% | $4,645+110.3% |