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 | $120,089 | $78,422+53.1% | $95,952+25.2% | $79,858+50.4% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.1%+11.8pp | 69.6%+19.3pp |
| Annual return | 12.53% | 19.37%-6.8pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,331 | $1,945-31.5% | $2,541-47.6% | $2,471-46.1% |
| Participant deferral / active EE | $5,630 | $3,440+63.7% | $4,167+35.1% | $3,740+50.5% |
| Admin fee / account holder | $22,498 | $5,622+300.2% | $6,795+231.1% | $5,306+324.0% |