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 | $121,771 | $102,317+19.0% | $146,958-17.1% | $80,856+50.6% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 14.78% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,306 | $3,713-11.0% | $4,933-33.0% | $2,755+20.0% |
| Participant deferral / active EE | $9,820 | $6,644+47.8% | $8,070+21.7% | $4,296+128.6% |
| Admin fee / account holder | $8,957 | $7,941+12.8% | $12,998-31.1% | $6,918+29.5% |