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 | $115,119 | $74,888+53.7% | $71,209+61.7% | $142,382-19.1% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 16.78% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,250 | $2,854-56.2% | $2,721-54.0% | $4,299-70.9% |
| Participant deferral / active EE | $2,280 | $4,454-48.8% | $4,175-45.4% | $6,507-65.0% |
| Admin fee / account holder | $1,255 | $5,568-77.5% | $5,349-76.5% | $12,624-90.1% |