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 | $141,911 | $88,083+61.1% | $164,813-13.9% | $74,495+90.5% |
| Participation rate | 80.6% | 73.0%+7.5pp | 78.6%+2.0pp | 67.2%+13.4pp |
| Annual return | 11.55% | 17.26%-5.7pp | 69.93%-58.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $3,851 | $2,593+48.5% | $4,341-11.3% | $2,623+46.8% |
| Participant deferral / active EE | $4,059 | $4,498-9.7% | $6,031-32.7% | $4,346-6.6% |
| Admin fee / account holder | $7,818 | $2,234+250.0% | $12,690-38.4% | $1,942+302.6% |