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 | $103,189 | $91,190+13.2% | $178,490-42.2% | $79,858+29.2% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 17.03% | 24.19%-7.2pp | 151.07%-134.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,204 | $3,256-32.3% | $5,011-56.0% | $2,471-10.8% |
| Participant deferral / active EE | $8,147 | $3,236+151.7% | $5,202+56.6% | $3,740+117.8% |
| Admin fee / account holder | $12,479 | $6,751+84.8% | $13,984-10.8% | $5,306+135.2% |