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 | $138,673 | $101,069+37.2% | $81,478+70.2% | $147,584-6.0% |
| Participation rate | 73.3% | 74.5%-1.1pp | 68.0%+5.4pp | 82.8%-9.5pp |
| Annual return | 22.60% | 32.40%-9.8pp | 38.78%-16.2pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,669 | $3,205-16.7% | $2,568+4.0% | $4,876-45.3% |
| Participant deferral / active EE | $4,840 | $4,242+14.1% | $3,537+36.9% | $5,439-11.0% |
| Admin fee / account holder | $1,712 | $5,812-70.5% | $4,561-62.5% | $10,885-84.3% |