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 | $124,554 | $91,538+36.1% | $129,995-4.2% | $75,163+65.7% |
| Participation rate | 94.1% | 71.4%+22.7pp | 78.5%+15.6pp | 67.2%+26.9pp |
| Annual return | 15.44% | -631.11%+646.5pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,782 | $2,845-2.2% | $4,320-35.6% | $2,670+4.2% |
| Participant deferral / active EE | $5,105 | $4,341+17.6% | $5,820-12.3% | $4,125+23.8% |
| Admin fee / account holder | $3,645 | $6,790-46.3% | $10,614-65.7% | $5,651-35.5% |