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 | $149,730 | $95,416+56.9% | $185,823-19.4% | $85,850+74.4% |
| Participation rate | 91.4% | 68.8%+22.7pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 11.55% | 23.59%-12.0pp | 122.05%-110.5pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,117 | $3,314-36.1% | $5,167-59.0% | $2,565-17.5% |
| Participant deferral / active EE | $4,830 | $3,423+41.1% | $5,568-13.3% | $3,952+22.2% |
| Admin fee / account holder | $13,466 | $7,213+86.7% | $16,237-17.1% | $6,260+115.1% |