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 | $122,064 | $102,317+19.3% | $146,958-16.9% | $80,856+51.0% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-8.0pp | 67.6%+6.6pp |
| Annual return | 23.65% | 134.76%-111.1pp | 418.34%-394.7pp | 35.59%-11.9pp |
| Employer contribution / active EE | $3,060 | $3,713-17.6% | $4,933-38.0% | $2,755+11.1% |
| Participant deferral / active EE | $9,839 | $6,644+48.1% | $8,070+21.9% | $4,296+129.0% |
| Admin fee / account holder | $2,091 | $7,941-73.7% | $12,998-83.9% | $6,918-69.8% |