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 | $119,409 | $86,286+38.4% | $111,297+7.3% | $85,850+39.1% |
| Participation rate | 75.6% | 73.3%+2.2pp | 77.3%-1.8pp | 69.3%+6.2pp |
| Annual return | 11.26% | 19.99%-8.7pp | 54.65%-43.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,346 | $2,043+14.8% | $2,731-14.1% | $2,565-8.6% |
| Participant deferral / active EE | $5,863 | $3,641+61.0% | $4,487+30.6% | $3,952+48.4% |
| Admin fee / account holder | $28,486 | $8,188+247.9% | $7,964+257.7% | $6,260+355.1% |