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 | $140,921 | $77,634+81.5% | $156,549-10.0% | $62,891+124.1% |
| Participation rate | 90.6% | 71.2%+19.4pp | 84.0%+6.6pp | 69.3%+21.3pp |
| Annual return | 8.46% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,255 | $3,444-63.5% | $5,501-77.2% | $2,281-45.0% |
| Participant deferral / active EE | $2,733 | $3,045-10.3% | $4,871-43.9% | $3,203-14.7% |
| Admin fee / account holder | $1,765 | $5,561-68.3% | $13,027-86.5% | $4,296-58.9% |