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 | $112,263 | $77,899+44.1% | $149,673-25.0% | $75,163+49.4% |
| Participation rate | 82.4% | 65.6%+16.8pp | 78.8%+3.6pp | 67.2%+15.2pp |
| Annual return | 16.83% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,781 | $3,137-43.2% | $4,818-63.0% | $2,670-33.3% |
| Participant deferral / active EE | $6,392 | $3,411+87.4% | $5,680+12.5% | $4,125+55.0% |
| Admin fee / account holder | $2,753 | $5,956-53.8% | $13,210-79.2% | $5,651-51.3% |