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 | $122,892 | $77,314+59.0% | $177,989-31.0% | $80,856+52.0% |
| Participation rate | 71.6% | 65.7%+5.9pp | 77.1%-5.5pp | 67.6%+4.0pp |
| Annual return | 14.81% | 18.09%-3.3pp | 294.48%-279.7pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,713 | $2,292+18.4% | $3,949-31.3% | $2,755-1.5% |
| Participant deferral / active EE | $9,760 | $4,411+121.3% | $6,276+55.5% | $4,296+127.2% |
| Admin fee / account holder | $5,639 | $7,191-21.6% | $10,363-45.6% | $6,918-18.5% |