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 | $120,825 | $86,286+40.0% | $111,297+8.6% | $85,850+40.7% |
| Participation rate | 74.1% | 73.3%+0.7pp | 77.3%-3.2pp | 69.3%+4.8pp |
| Annual return | 15.07% | 19.99%-4.9pp | 54.65%-39.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,381 | $2,043-32.4% | $2,731-49.4% | $2,565-46.2% |
| Participant deferral / active EE | $3,146 | $3,641-13.6% | $4,487-29.9% | $3,952-20.4% |
| Admin fee / account holder | $6,669 | $8,188-18.5% | $7,964-16.3% | $6,260+6.5% |