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 | $118,107 | $77,314+52.8% | $177,989-33.6% | $80,856+46.1% |
| Participation rate | 93.7% | 65.7%+28.0pp | 77.1%+16.6pp | 67.6%+26.0pp |
| Annual return | 11.56% | 18.09%-6.5pp | 294.48%-282.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,006 | $2,292-56.1% | $3,949-74.5% | $2,755-63.5% |
| Participant deferral / active EE | $7,992 | $4,411+81.2% | $6,276+27.3% | $4,296+86.0% |
| Admin fee / account holder | $10,601 | $7,191+47.4% | $10,363+2.3% | $6,918+53.2% |