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 | $124,039 | $60,124+106.3% | $90,404+37.2% | $79,858+55.3% |
| Participation rate | 70.1% | 65.0%+5.2pp | 72.7%-2.5pp | 69.6%+0.5pp |
| Annual return | 22.68% | 71.94%-49.3pp | 1293.02%-1270.3pp | 31.71%-9.0pp |
| Employer contribution / active EE | $1,137 | $2,068-45.0% | $3,262-65.1% | $2,471-54.0% |
| Participant deferral / active EE | $5,341 | $2,938+81.8% | $3,963+34.8% | $3,740+42.8% |
| Admin fee / account holder | $4,270 | $3,976+7.4% | $5,611-23.9% | $5,306-19.5% |