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 | $112,930 | $102,317+10.4% | $146,958-23.2% | $80,856+39.7% |
| Participation rate | 74.1% | 75.8%-1.8pp | 82.2%-8.1pp | 67.6%+6.4pp |
| Annual return | 12.70% | 134.76%-122.1pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,907 | $3,713-48.6% | $4,933-61.3% | $2,755-30.8% |
| Participant deferral / active EE | $4,891 | $6,644-26.4% | $8,070-39.4% | $4,296+13.9% |
| Admin fee / account holder | $62,952 | $7,941+692.7% | $12,998+384.3% | $6,918+810.0% |