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 | $122,471 | $91,552+33.8% | $133,956-8.6% | $79,858+53.4% |
| Participation rate | 81.2% | 73.3%+7.8pp | 79.8%+1.3pp | 69.6%+11.5pp |
| Annual return | 10.26% | 61.85%-51.6pp | 45.09%-34.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,481 | $2,384-37.9% | $3,919-62.2% | $2,471-40.1% |
| Participant deferral / active EE | $7,083 | $3,733+89.7% | $5,048+40.3% | $3,740+89.4% |
| Admin fee / account holder | $34,945 | $6,321+452.9% | $8,927+291.5% | $5,306+558.6% |