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 | $126,876 | $74,888+69.4% | $71,209+78.2% | $142,382-10.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 20.72% | 345.14%-324.4pp | 282.51%-261.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,319 | $2,854-18.8% | $2,721-14.8% | $4,299-46.1% |
| Participant deferral / active EE | $5,292 | $4,454+18.8% | $4,175+26.7% | $6,507-18.7% |
| Admin fee / account holder | $4,827 | $5,568-13.3% | $5,349-9.8% | $12,624-61.8% |