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 | $121,048 | $84,233+43.7% | $170,442-29.0% | $70,131+72.6% |
| Participation rate | 82.1% | 70.8%+11.2pp | 83.6%-1.5pp | 69.5%+12.5pp |
| Annual return | 24.51% | 23.06%+1.5pp | 205.93%-181.4pp | 73.14%-48.6pp |
| Employer contribution / active EE | $2,580 | $3,387-23.8% | $5,433-52.5% | $2,342+10.1% |
| Participant deferral / active EE | $5,552 | $3,086+79.9% | $4,939+12.4% | $3,332+66.7% |
| Admin fee / account holder | $11,316 | $5,698+98.6% | $13,880-18.5% | $4,645+143.6% |