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 | $117,928 | $99,079+19.0% | $77,999+51.2% | $273,961-57.0% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 6.77% | 217.93%-211.2pp | 425.96%-419.2pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,621 | $3,308-51.0% | $2,470-34.4% | $4,869-66.7% |
| Participant deferral / active EE | $2,164 | $4,306-49.7% | $3,497-38.1% | $5,287-59.1% |
| Admin fee / account holder | $34,766 | $8,954+288.3% | $5,480+534.4% | $10,132+243.1% |