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 | $114,650 | $85,202+34.6% | $172,739-33.6% | $72,985+57.1% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 19.71% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $3,132 | $3,324-5.8% | $5,143-39.1% | $2,440+28.4% |
| Participant deferral / active EE | $5,316 | $3,260+63.1% | $5,198+2.3% | $3,607+47.4% |
| Admin fee / account holder | $2,105 | $5,884-64.2% | $13,954-84.9% | $5,124-58.9% |