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 | $121,390 | $91,538+32.6% | $129,995-6.6% | $75,163+61.5% |
| Participation rate | 89.7% | 71.4%+18.2pp | 78.5%+11.2pp | 67.2%+22.5pp |
| Annual return | 14.12% | -631.11%+645.2pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,562 | $2,845-45.1% | $4,320-63.8% | $2,670-41.5% |
| Participant deferral / active EE | $7,299 | $4,341+68.1% | $5,820+25.4% | $4,125+76.9% |
| Admin fee / account holder | $11,811 | $6,790+73.9% | $10,614+11.3% | $5,651+109.0% |