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 | $124,942 | $79,449+57.3% | $189,557-34.1% | $85,850+45.5% |
| Participation rate | 80.6% | 66.0%+14.7pp | 78.4%+2.2pp | 69.3%+11.3pp |
| Annual return | 29.25% | 18.45%+10.8pp | 64.17%-34.9pp | 318.53%-289.3pp |
| Employer contribution / active EE | $1,548 | $2,081-25.6% | $4,412-64.9% | $2,565-39.6% |
| Participant deferral / active EE | $3,596 | $4,051-11.2% | $6,174-41.8% | $3,952-9.0% |
| Admin fee / account holder | $11,646 | $5,377+116.6% | $9,807+18.8% | $6,260+86.0% |