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 | $129,121 | $78,705+64.1% | $117,854+9.6% | $70,131+84.1% |
| Participation rate | 82.0% | 73.2%+8.8pp | 79.7%+2.3pp | 69.5%+12.4pp |
| Annual return | 17.56% | 23.30%-5.7pp | 335.08%-317.5pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,553 | $2,223-30.2% | $3,786-59.0% | $2,342-33.7% |
| Participant deferral / active EE | $2,762 | $3,297-16.2% | $4,482-38.4% | $3,332-17.1% |
| Admin fee / account holder | $49,522 | $5,065+877.7% | $8,020+517.5% | $4,645+966.1% |