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 | $106,021 | $95,561+10.9% | $77,163+37.4% | $139,434-24.0% |
| Participation rate | 87.5% | 73.9%+13.6pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 11.42% | 54.92%-43.5pp | 37.87%-26.5pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,643 | $3,147-47.8% | $2,535-35.2% | $4,751-65.4% |
| Participant deferral / active EE | $2,727 | $4,624-41.0% | $3,833-28.9% | $6,710-59.4% |
| Admin fee / account holder | $37,678 | $8,295+354.2% | $5,472+588.5% | $11,403+230.4% |