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 | $121,491 | $60,124+102.1% | $90,404+34.4% | $79,858+52.1% |
| Participation rate | 75.7% | 65.0%+10.7pp | 72.7%+3.0pp | 69.6%+6.0pp |
| Annual return | 11.73% | 71.94%-60.2pp | 1293.02%-1281.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,445 | $2,068-30.1% | $3,262-55.7% | $2,471-41.5% |
| Participant deferral / active EE | $2,914 | $2,938-0.8% | $3,963-26.5% | $3,740-22.1% |
| Admin fee / account holder | $5,198 | $3,976+30.7% | $5,611-7.4% | $5,306-2.0% |