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 | $125,858 | $102,317+23.0% | $146,958-14.4% | $80,856+55.7% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 12.75% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,641 | $3,713-55.8% | $4,933-66.7% | $2,755-40.4% |
| Participant deferral / active EE | $5,925 | $6,644-10.8% | $8,070-26.6% | $4,296+37.9% |
| Admin fee / account holder | $35,881 | $7,941+351.8% | $12,998+176.0% | $6,918+418.7% |