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 | $117,929 | $95,416+23.6% | $185,823-36.5% | $85,850+37.4% |
| Participation rate | 73.2% | 68.8%+4.5pp | 81.7%-8.5pp | 69.3%+3.9pp |
| Annual return | 16.83% | 23.59%-6.8pp | 122.05%-105.2pp | 318.53%-301.7pp |
| Employer contribution / active EE | $3,821 | $3,314+15.3% | $5,167-26.0% | $2,565+49.0% |
| Participant deferral / active EE | $5,088 | $3,423+48.6% | $5,568-8.6% | $3,952+28.7% |
| Admin fee / account holder | $1,680 | $7,213-76.7% | $16,237-89.7% | $6,260-73.2% |