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 | $122,672 | $81,208+51.1% | $98,907+24.0% | $79,858+53.6% |
| Participation rate | 81.3% | 72.5%+8.7pp | 76.0%+5.2pp | 69.6%+11.6pp |
| Annual return | 11.64% | 60.99%-49.4pp | 196.43%-184.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,751 | $1,960-10.6% | $2,689-34.9% | $2,471-29.1% |
| Participant deferral / active EE | $2,530 | $3,265-22.5% | $4,244-40.4% | $3,740-32.3% |
| Admin fee / account holder | $27,803 | $6,013+362.4% | $6,642+318.6% | $5,306+424.0% |