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 | $132,728 | $102,317+29.7% | $146,958-9.7% | $80,856+64.2% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.2%-4.7pp | 67.6%+9.8pp |
| Annual return | 15.71% | 134.76%-119.1pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,801 | $3,713-51.5% | $4,933-63.5% | $2,755-34.6% |
| Participant deferral / active EE | $5,535 | $6,644-16.7% | $8,070-31.4% | $4,296+28.8% |
| Admin fee / account holder | $5,574 | $7,941-29.8% | $12,998-57.1% | $6,918-19.4% |