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 | $120,319 | $103,376+16.4% | $87,100+38.1% | $152,861-21.3% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.9%+7.3pp | 82.4%+1.8pp |
| Annual return | 20.83% | 28.10%-7.3pp | 28.19%-7.4pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,548 | $3,220-51.9% | $2,521-38.6% | $4,762-67.5% |
| Participant deferral / active EE | $7,530 | $4,778+57.6% | $4,049+86.0% | $5,850+28.7% |
| Admin fee / account holder | $50,400 | $12,205+312.9% | $7,497+572.3% | $11,596+334.6% |