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 6-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 | $123,329 | $228,332-46.0% | $185,823-33.6% | $158,922-22.4% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.0%+14.3pp | 82.0%+10.3pp |
| Annual return | 8.40% | 40.80%-32.4pp | 35.95%-27.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,928 | $4,967-41.0% | $4,087-28.4% | $4,761-38.5% |
| Participant deferral / active EE | $6,329 | $6,415-1.3% | $5,632+12.4% | $5,982+5.8% |
| Admin fee / account holder | $90,351 | $11,864+661.6% | $9,500+851.0% | $11,246+703.4% |