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 | $122,689 | $98,750+24.2% | $149,696-18.0% | $79,858+53.6% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 20.06% | 27.43%-7.4pp | 276.60%-256.5pp | 31.71%-11.7pp |
| Employer contribution / active EE | $976 | $3,216-69.7% | $4,644-79.0% | $2,471-60.5% |
| Participant deferral / active EE | $4,830 | $5,680-15.0% | $6,842-29.4% | $3,740+29.1% |
| Admin fee / account holder | $1,292 | $6,053-78.7% | $9,309-86.1% | $5,306-75.6% |