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 | $130,050 | $77,899+66.9% | $149,673-13.1% | $75,163+73.0% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 17.17% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,648 | $3,137-15.6% | $4,818-45.0% | $2,670-0.8% |
| Participant deferral / active EE | $5,160 | $3,411+51.3% | $5,680-9.2% | $4,125+25.1% |
| Admin fee / account holder | $22,377 | $5,956+275.7% | $13,210+69.4% | $5,651+296.0% |