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 | $121,910 | $98,240+24.1% | $82,313+48.1% | $147,584-17.4% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 8.98% | 30.85%-21.9pp | 25.88%-16.9pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,837 | $3,192-42.4% | $2,428-24.3% | $4,876-62.3% |
| Participant deferral / active EE | $8,901 | $4,383+103.1% | $3,706+140.2% | $5,439+63.7% |
| Admin fee / account holder | $2,795 | $8,563-67.4% | $5,608-50.2% | $10,885-74.3% |