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 | $117,049 | $91,552+27.9% | $133,956-12.6% | $79,858+46.6% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 23.71% | 61.85%-38.1pp | 45.09%-21.4pp | 31.71%-8.0pp |
| Employer contribution / active EE | $1,836 | $2,384-23.0% | $3,919-53.1% | $2,471-25.7% |
| Participant deferral / active EE | $3,540 | $3,733-5.2% | $5,048-29.9% | $3,740-5.4% |
| Admin fee / account holder | $10,436 | $6,321+65.1% | $8,927+16.9% | $5,306+96.7% |