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 | $155,387 | $91,538+69.8% | $129,995+19.5% | $75,163+106.7% |
| Participation rate | 89.6% | 71.4%+18.1pp | 78.5%+11.1pp | 67.2%+22.4pp |
| Annual return | 15.75% | -631.11%+646.9pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,332 | $2,845-53.2% | $4,320-69.2% | $2,670-50.1% |
| Participant deferral / active EE | $5,444 | $4,341+25.4% | $5,820-6.5% | $4,125+32.0% |
| Admin fee / account holder | $2,197 | $6,790-67.6% | $10,614-79.3% | $5,651-61.1% |