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 | $139,308 | $89,355+55.9% | $141,162-1.3% | $72,985+90.9% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 24.00% | 111.85%-87.8pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,027 | $3,114-34.9% | $4,735-57.2% | $2,440-16.9% |
| Participant deferral / active EE | $7,057 | $5,418+30.3% | $6,709+5.2% | $3,607+95.6% |
| Admin fee / account holder | $1,214 | $5,958-79.6% | $10,261-88.2% | $5,124-76.3% |