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 | $115,263 | $89,355+29.0% | $141,162-18.3% | $72,985+57.9% |
| Participation rate | 76.8% | 75.1%+1.7pp | 82.5%-5.6pp | 69.5%+7.4pp |
| Annual return | 27.67% | 111.85%-84.2pp | 71.39%-43.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $3,293 | $3,114+5.7% | $4,735-30.5% | $2,440+34.9% |
| Participant deferral / active EE | $8,095 | $5,418+49.4% | $6,709+20.7% | $3,607+124.4% |
| Admin fee / account holder | $1,329 | $5,958-77.7% | $10,261-87.0% | $5,124-74.1% |