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 | $139,671 | $103,376+35.1% | $87,100+60.4% | $152,861-8.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 21.58% | 28.10%-6.5pp | 28.19%-6.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $5,700 | $3,220+77.0% | $2,521+126.1% | $4,762+19.7% |
| Participant deferral / active EE | $9,281 | $4,778+94.2% | $4,049+129.2% | $5,850+58.6% |
| Admin fee / account holder | $33,324 | $12,205+173.0% | $7,497+344.5% | $11,596+187.4% |