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 | $128,845 | $98,750+30.5% | $149,696-13.9% | $79,858+61.3% |
| Participation rate | 81.4% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.8pp |
| Annual return | 18.70% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,243 | $3,216-61.3% | $4,644-73.2% | $2,471-49.7% |
| Participant deferral / active EE | $9,728 | $5,680+71.3% | $6,842+42.2% | $3,740+160.1% |
| Admin fee / account holder | $2,357 | $6,053-61.1% | $9,309-74.7% | $5,306-55.6% |