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 | $118,117 | $109,359+8.0% | $162,163-27.2% | $72,985+61.8% |
| Participation rate | 70.4% | 84.3%-13.9pp | 87.6%-17.2pp | 69.5%+0.9pp |
| Annual return | 19.58% | 25.46%-5.9pp | 115.59%-96.0pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,347 | $3,907-65.5% | $5,614-76.0% | $2,440-44.8% |
| Participant deferral / active EE | $3,175 | $5,481-42.1% | $7,298-56.5% | $3,607-12.0% |
| Admin fee / account holder | $14,248 | $7,972+78.7% | $10,843+31.4% | $5,124+178.0% |