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 | $125,751 | $102,317+22.9% | $146,958-14.4% | $80,856+55.5% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 17.82% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $4,188 | $3,713+12.8% | $4,933-15.1% | $2,755+52.0% |
| Participant deferral / active EE | $12,588 | $6,644+89.5% | $8,070+56.0% | $4,296+193.0% |
| Admin fee / account holder | $6,204 | $7,941-21.9% | $12,998-52.3% | $6,918-10.3% |