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 | $122,821 | $105,181+16.8% | $159,436-23.0% | $85,850+43.1% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.8%-8.5pp | 69.3%+5.0pp |
| Annual return | 14.12% | 45.07%-31.0pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,807 | $3,318-45.5% | $4,829-62.6% | $2,565-29.5% |
| Participant deferral / active EE | $6,528 | $5,945+9.8% | $7,352-11.2% | $3,952+65.2% |
| Admin fee / account holder | $5,518 | $6,933-20.4% | $10,799-48.9% | $6,260-11.8% |