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 9-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 | $127,386 | $77,314+64.8% | $177,989-28.4% | $80,856+57.5% |
| Participation rate | 98.2% | 65.7%+32.5pp | 77.1%+21.2pp | 67.6%+30.6pp |
| Annual return | 18.31% | 18.09%+0.2pp | 294.48%-276.2pp | 35.59%-17.3pp |
| Employer contribution / active EE | $5,237 | $2,292+128.5% | $3,949+32.6% | $2,755+90.1% |
| Participant deferral / active EE | $4,241 | $4,411-3.9% | $6,276-32.4% | $4,296-1.3% |
| Admin fee / account holder | $1,314 | $7,191-81.7% | $10,363-87.3% | $6,918-81.0% |