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 | $125,105 | $755,339-83.4% | $379,746-67.1% | $158,922-21.3% |
| Participation rate | 81.0% | 81.8%-0.8pp | 78.4%+2.5pp | 82.0%-1.0pp |
| Annual return | 8.70% | 53.41%-44.7pp | 34.90%-26.2pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,892 | $4,685-59.6% | $3,540-46.5% | $4,761-60.3% |
| Participant deferral / active EE | $3,212 | $7,938-59.5% | $6,024-46.7% | $5,982-46.3% |
| Admin fee / account holder | $25,049 | $14,482+73.0% | $7,927+216.0% | $11,246+122.7% |