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 | $129,244 | $69,207+86.7% | $64,056+101.8% | $139,434-7.3% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.3%+5.5pp | 80.3%-2.5pp |
| Annual return | 20.78% | 45.88%-25.1pp | 33.69%-12.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,331 | $3,182+4.7% | $2,747+21.3% | $4,751-29.9% |
| Participant deferral / active EE | $3,439 | $4,682-26.5% | $3,880-11.4% | $6,710-48.7% |
| Admin fee / account holder | $9,365 | $4,244+120.7% | $3,068+205.2% | $11,403-17.9% |