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 | $123,626 | $71,050+74.0% | $93,606+32.1% | $80,856+52.9% |
| Participation rate | 78.3% | 60.4%+17.9pp | 68.7%+9.6pp | 67.6%+10.7pp |
| Annual return | 15.24% | 11.26%+4.0pp | 133.20%-118.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,947 | $1,564+24.5% | $2,420-19.6% | $2,755-29.3% |
| Participant deferral / active EE | $4,694 | $4,034+16.4% | $4,411+6.4% | $4,296+9.3% |
| Admin fee / account holder | $19,810 | $6,945+185.2% | $8,285+139.1% | $6,918+186.4% |