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 | $120,183 | $110,261+9.0% | $95,745+25.5% | $139,434-13.8% |
| Participation rate | 90.9% | 75.8%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 17.72% | 27.11%-9.4pp | 28.35%-10.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,768 | $3,257-15.0% | $2,835-2.4% | $4,751-41.7% |
| Participant deferral / active EE | $8,467 | $4,676+81.1% | $4,245+99.5% | $6,710+26.2% |
| Admin fee / account holder | $48,897 | $6,613+639.4% | $5,678+761.2% | $11,403+328.8% |