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 | $112,220 | $157,256-28.6% | $141,162-20.5% | $152,861-26.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 17.50% | 64.32%-46.8pp | 71.39%-53.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,656 | $5,261-68.5% | $4,735-65.0% | $4,762-65.2% |
| Participant deferral / active EE | $4,626 | $7,109-34.9% | $6,709-31.0% | $5,850-20.9% |
| Admin fee / account holder | $36,672 | $12,120+202.6% | $10,261+257.4% | $11,596+216.2% |