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 | $122,383 | $99,985+22.4% | $146,665-16.6% | $85,850+42.6% |
| Participation rate | 77.6% | 73.1%+4.5pp | 80.1%-2.5pp | 69.3%+8.2pp |
| Annual return | 15.23% | 18.93%-3.7pp | 22.74%-7.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,831 | $2,559+10.7% | $4,136-31.5% | $2,565+10.4% |
| Participant deferral / active EE | $2,819 | $4,006-29.6% | $5,506-48.8% | $3,952-28.7% |
| Admin fee / account holder | $30,200 | $7,702+292.1% | $10,280+193.8% | $6,260+382.4% |