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 | $112,237 | $85,766+30.9% | $136,294-17.7% | $70,131+60.0% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 17.50% | 31.45%-14.0pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,313 | $2,966-22.0% | $4,695-50.7% | $2,342-1.2% |
| Participant deferral / active EE | $4,076 | $5,051-19.3% | $6,247-34.8% | $3,332+22.3% |
| Admin fee / account holder | $10,351 | $5,420+91.0% | $9,243+12.0% | $4,645+122.8% |