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 | $119,470 | $94,625+26.3% | $116,228+2.8% | $84,808+40.9% |
| Participation rate | 71.1% | 70.4%+0.6pp | 74.6%-3.5pp | 68.3%+2.7pp |
| Annual return | 15.27% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,300 | $2,347-44.6% | $2,994-56.6% | $2,631-50.6% |
| Participant deferral / active EE | $3,890 | $3,972-2.1% | $4,953-21.5% | $4,212-7.6% |
| Admin fee / account holder | $17,034 | $10,091+68.8% | $11,989+42.1% | $7,344+132.0% |