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 | $122,874 | $65,395+87.9% | $182,532-32.7% | $72,985+68.4% |
| Participation rate | 88.5% | 65.4%+23.0pp | 78.0%+10.5pp | 69.5%+19.0pp |
| Annual return | 19.44% | 27.68%-8.2pp | 148.54%-129.1pp | 81.00%-61.6pp |
| Employer contribution / active EE | $3,846 | $1,911+101.2% | $4,076-5.6% | $2,440+57.6% |
| Participant deferral / active EE | $2,665 | $3,563-25.2% | $5,524-51.8% | $3,607-26.1% |
| Admin fee / account holder | $5,927 | $4,245+39.6% | $8,592-31.0% | $5,124+15.7% |