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 | $134,883 | $61,774+118.4% | $97,226+38.7% | $80,856+66.8% |
| Participation rate | 91.5% | 63.5%+28.0pp | 72.7%+18.8pp | 67.6%+23.9pp |
| Annual return | 11.42% | -557.90%+569.3pp | 75.13%-63.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,347 | $1,837-26.7% | $2,729-50.6% | $2,755-51.1% |
| Participant deferral / active EE | $6,134 | $3,029+102.5% | $4,264+43.9% | $4,296+42.8% |
| Admin fee / account holder | $2,460 | $5,166-52.4% | $5,654-56.5% | $6,918-64.4% |