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 5-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 | $119,086 | $124,281-4.2% | $109,143+9.1% | $167,490-28.9% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $5,197 | $4,207+23.5% | $3,722+39.6% | $4,837+7.4% |
| Participant deferral / active EE | $9,592 | $5,255+82.5% | $4,653+106.1% | $6,341+51.3% |
| Admin fee / account holder | $4,334 | $7,970-45.6% | $6,752-35.8% | $12,309-64.8% |