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 | $123,086 | $70,669+74.2% | $169,368-27.3% | $75,163+63.8% |
| Participation rate | 95.3% | 64.8%+30.6pp | 77.1%+18.2pp | 67.2%+28.2pp |
| Annual return | 20.58% | 36.36%-15.8pp | 405.60%-385.0pp | 160.62%-140.0pp |
| Employer contribution / active EE | $5,038 | $2,211+127.9% | $4,013+25.5% | $2,670+88.7% |
| Participant deferral / active EE | $12,315 | $4,311+185.7% | $6,221+98.0% | $4,125+198.5% |
| Admin fee / account holder | $2,141 | $5,402-60.4% | $9,003-76.2% | $5,651-62.1% |