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 | $141,851 | $80,717+75.7% | $154,803-8.4% | $84,808+67.3% |
| Participation rate | 90.9% | 66.8%+24.1pp | 78.1%+12.8pp | 68.3%+22.6pp |
| Annual return | 13.65% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $9,415 | $2,761+240.9% | $4,305+118.7% | $2,631+257.8% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $11,059 | $6,746+63.9% | $14,329-22.8% | $7,344+50.6% |