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 | $128,588 | $72,177+78.2% | $115,037+11.8% | $59,632+115.6% |
| Participation rate | 94.7% | 72.6%+22.2pp | 81.4%+13.4pp | 68.7%+26.1pp |
| Annual return | 0.48% | 12.02%-11.5pp | 26.14%-25.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,578 | $2,841-44.5% | $4,608-65.8% | $2,203-28.4% |
| Participant deferral / active EE | $7,786 | $4,783+62.8% | $6,026+29.2% | $3,192+143.9% |
| Admin fee / account holder | $13,546 | $4,927+174.9% | $8,175+65.7% | $4,297+215.2% |