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 | $124,202 | $74,888+65.8% | $71,209+74.4% | $142,382-12.8% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 17.40% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,060 | $2,854+42.3% | $2,721+49.2% | $4,299-5.6% |
| Participant deferral / active EE | $5,447 | $4,454+22.3% | $4,175+30.5% | $6,507-16.3% |
| Admin fee / account holder | $3,280 | $5,568-41.1% | $5,349-38.7% | $12,624-74.0% |