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 | $119,790 | $85,766+39.7% | $136,294-12.1% | $70,131+70.8% |
| Participation rate | 70.3% | 74.2%-3.9pp | 81.9%-11.7pp | 69.5%+0.7pp |
| Annual return | 18.81% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,944 | $2,966-34.5% | $4,695-58.6% | $2,342-17.0% |
| Participant deferral / active EE | $6,273 | $5,051+24.2% | $6,247+0.4% | $3,332+88.3% |
| Admin fee / account holder | $4,080 | $5,420-24.7% | $9,243-55.9% | $4,645-12.2% |