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 | $117,977 | $65,703+79.6% | $94,224+25.2% | $59,632+97.8% |
| Participation rate | 86.7% | 72.1%+14.5pp | 78.8%+7.9pp | 68.7%+18.0pp |
| Annual return | 2.17% | 5.22%-3.0pp | 10.68%-8.5pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $2,444 | $2,021+21.0% | $3,587-31.8% | $2,203+11.0% |
| Participant deferral / active EE | $3,948 | $3,143+25.6% | $4,320-8.6% | $3,192+23.7% |
| Admin fee / account holder | $2,347 | $4,264-45.0% | $6,269-62.6% | $4,297-45.4% |