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 | $128,918 | $91,538+40.8% | $129,995-0.8% | $75,163+71.5% |
| Participation rate | 80.7% | 71.4%+9.3pp | 78.5%+2.2pp | 67.2%+13.5pp |
| Annual return | 21.63% | -631.11%+652.7pp | -137.18%+158.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $3,318 | $2,845+16.6% | $4,320-23.2% | $2,670+24.3% |
| Participant deferral / active EE | $6,951 | $4,341+60.1% | $5,820+19.4% | $4,125+68.5% |
| Admin fee / account holder | $6,284 | $6,790-7.5% | $10,614-40.8% | $5,651+11.2% |