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 | $128,663 | $91,538+40.6% | $129,995-1.0% | $75,163+71.2% |
| Participation rate | 75.0% | 71.4%+3.6pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 15.70% | -631.11%+646.8pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,085 | $2,845-26.7% | $4,320-51.7% | $2,670-21.9% |
| Participant deferral / active EE | $4,442 | $4,341+2.3% | $5,820-23.7% | $4,125+7.7% |
| Admin fee / account holder | $13,043 | $6,790+92.1% | $10,614+22.9% | $5,651+130.8% |