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 | $119,214 | $77,899+53.0% | $149,673-20.4% | $75,163+58.6% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 20.79% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $5,092 | $3,137+62.3% | $4,818+5.7% | $2,670+90.7% |
| Participant deferral / active EE | $3,226 | $3,411-5.4% | $5,680-43.2% | $4,125-21.8% |
| Admin fee / account holder | $3,132 | $5,956-47.4% | $13,210-76.3% | $5,651-44.6% |