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 9-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 | $91,461 | $77,899+17.4% | $149,673-38.9% | $75,163+21.7% |
| Participation rate | 72.4% | 65.6%+6.8pp | 78.8%-6.4pp | 67.2%+5.2pp |
| Annual return | 13.47% | 31.72%-18.3pp | 134.42%-120.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,256 | $3,137-28.1% | $4,818-53.2% | $2,670-15.5% |
| Participant deferral / active EE | $4,021 | $3,411+17.9% | $5,680-29.2% | $4,125-2.5% |
| Admin fee / account holder | $22,465 | $5,956+277.2% | $13,210+70.1% | $5,651+297.5% |