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 | $120,238 | $91,538+31.4% | $129,995-7.5% | $75,163+60.0% |
| Participation rate | 98.4% | 71.4%+26.9pp | 78.5%+19.9pp | 67.2%+31.2pp |
| Annual return | 13.14% | -631.11%+644.2pp | -137.18%+150.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,137 | $2,845-24.9% | $4,320-50.5% | $2,670-20.0% |
| Participant deferral / active EE | $7,693 | $4,341+77.2% | $5,820+32.2% | $4,125+86.5% |
| Admin fee / account holder | $11,026 | $6,790+62.4% | $10,614+3.9% | $5,651+95.1% |