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 | $141,073 | $122,239+15.4% | $184,203-23.4% | $74,495+89.4% |
| Participation rate | 89.6% | 85.5%+4.1pp | 86.8%+2.7pp | 67.2%+22.4pp |
| Annual return | 21.23% | 19.95%+1.3pp | 28.81%-7.6pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $8,165 | $4,537+79.9% | $6,427+27.0% | $2,623+211.3% |
| Participant deferral / active EE | $14,305 | $7,139+100.4% | $9,131+56.7% | $4,346+229.2% |
| Admin fee / account holder | $7,449 | $1,260+491.4% | $13,901-46.4% | $1,942+283.6% |