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 | $122,628 | $93,571+31.1% | $135,903-9.8% | $75,163+63.1% |
| Participation rate | 78.9% | 75.2%+3.8pp | 81.9%-3.0pp | 67.2%+11.8pp |
| Annual return | 19.88% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,809 | $3,537+7.7% | $4,856-21.6% | $2,670+42.7% |
| Participant deferral / active EE | $10,201 | $6,404+59.3% | $7,758+31.5% | $4,125+147.3% |
| Admin fee / account holder | $12,770 | $6,975+83.1% | $10,762+18.7% | $5,651+126.0% |