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 9-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 | $129,049 | $109,881+17.4% | $150,045-14.0% | $84,808+52.2% |
| Participation rate | 80.5% | 76.1%+4.4pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 16.83% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,771 | $3,561-50.3% | $4,693-62.3% | $2,631-32.7% |
| Participant deferral / active EE | $5,353 | $6,636-19.3% | $7,997-33.1% | $4,212+27.1% |
| Admin fee / account holder | $21,748 | $8,568+153.8% | $13,435+61.9% | $7,344+196.1% |