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 | $116,108 | $99,985+16.1% | $146,665-20.8% | $85,850+35.2% |
| Participation rate | 77.6% | 73.1%+4.5pp | 80.1%-2.5pp | 69.3%+8.3pp |
| Annual return | 14.71% | 18.93%-4.2pp | 22.74%-8.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $828 | $2,559-67.6% | $4,136-80.0% | $2,565-67.7% |
| Participant deferral / active EE | $5,079 | $4,006+26.8% | $5,506-7.8% | $3,952+28.5% |
| Admin fee / account holder | $13,937 | $7,702+80.9% | $10,280+35.6% | $6,260+122.6% |