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 | $140,102 | $80,968+73.0% | $96,544+45.1% | $75,163+86.4% |
| Participation rate | 81.6% | 71.8%+9.8pp | 76.0%+5.6pp | 67.2%+14.4pp |
| Annual return | 15.16% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,679 | $2,282-26.4% | $2,965-43.4% | $2,670-37.1% |
| Participant deferral / active EE | $2,840 | $3,928-27.7% | $4,851-41.5% | $4,125-31.2% |
| Admin fee / account holder | $22,269 | $6,724+231.2% | $8,252+169.9% | $5,651+294.1% |