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 | $83,172 | $80,968+2.7% | $96,544-13.9% | $75,163+10.7% |
| Participation rate | 98.4% | 71.8%+26.7pp | 76.0%+22.5pp | 67.2%+31.2pp |
| Annual return | 13.54% | 27.06%-13.5pp | 25.84%-12.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $5,045 | $2,282+121.1% | $2,965+70.1% | $2,670+89.0% |
| Participant deferral / active EE | $3,514 | $3,928-10.5% | $4,851-27.6% | $4,125-14.8% |
| Admin fee / account holder | $37,217 | $6,724+453.5% | $8,252+351.0% | $5,651+558.6% |