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 | $131,583 | $86,286+52.5% | $111,297+18.2% | $85,850+53.3% |
| Participation rate | 82.0% | 73.3%+8.6pp | 77.3%+4.7pp | 69.3%+12.7pp |
| Annual return | 18.88% | 19.99%-1.1pp | 54.65%-35.8pp | 318.53%-299.7pp |
| Employer contribution / active EE | $2,366 | $2,043+15.8% | $2,731-13.4% | $2,565-7.8% |
| Participant deferral / active EE | $5,307 | $3,641+45.8% | $4,487+18.3% | $3,952+34.3% |
| Admin fee / account holder | $34,683 | $8,188+323.6% | $7,964+335.5% | $6,260+454.0% |