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 | $129,759 | $85,202+52.3% | $172,739-24.9% | $72,985+77.8% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 17.30% | 27.32%-10.0pp | 802.84%-785.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $4,895 | $3,324+47.2% | $5,143-4.8% | $2,440+100.6% |
| Participant deferral / active EE | $3,544 | $3,260+8.7% | $5,198-31.8% | $3,607-1.8% |
| Admin fee / account holder | $16,330 | $5,884+177.5% | $13,954+17.0% | $5,124+218.7% |