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 | $119,153 | $91,538+30.2% | $129,995-8.3% | $75,163+58.5% |
| Participation rate | 92.3% | 71.4%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 14.82% | -631.11%+645.9pp | -137.18%+152.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,564 | $2,845-45.0% | $4,320-63.8% | $2,670-41.4% |
| Participant deferral / active EE | $5,628 | $4,341+29.6% | $5,820-3.3% | $4,125+36.4% |
| Admin fee / account holder | $3,705 | $6,790-45.4% | $10,614-65.1% | $5,651-34.4% |