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 | $117,907 | $89,355+32.0% | $141,162-16.5% | $72,985+61.6% |
| Participation rate | 72.3% | 75.1%-2.8pp | 82.5%-10.2pp | 69.5%+2.8pp |
| Annual return | 22.66% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $759 | $3,114-75.6% | $4,735-84.0% | $2,440-68.9% |
| Participant deferral / active EE | $4,077 | $5,418-24.8% | $6,709-39.2% | $3,607+13.0% |
| Admin fee / account holder | $11,204 | $5,958+88.0% | $10,261+9.2% | $5,124+118.6% |