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 | $125,977 | $80,724+56.1% | $103,333+21.9% | $74,495+69.1% |
| Participation rate | 80.7% | 65.7%+15.0pp | 74.5%+6.2pp | 67.2%+13.5pp |
| Annual return | 11.71% | 27.56%-15.9pp | 24.88%-13.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,382 | $3,157-24.6% | $3,868-38.4% | $2,623-9.2% |
| Participant deferral / active EE | $5,582 | $3,860+44.6% | $5,057+10.4% | $4,346+28.4% |
| Admin fee / account holder | $19,495 | $2,368+723.3% | $8,355+133.3% | $1,942+904.0% |