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 | $126,398 | $125,758+0.5% | $169,993-25.6% | $75,163+68.2% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.0%+4.2pp | 67.2%+24.0pp |
| Annual return | 19.32% | 27.20%-7.9pp | 53.37%-34.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $6,941 | $4,615+50.4% | $6,785+2.3% | $2,670+160.0% |
| Participant deferral / active EE | $6,090 | $6,837-10.9% | $10,408-41.5% | $4,125+47.6% |
| Admin fee / account holder | $35,951 | $8,173+339.9% | $12,815+180.5% | $5,651+536.2% |