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 | $117,677 | $91,538+28.6% | $129,995-9.5% | $75,163+56.6% |
| Participation rate | 83.9% | 71.4%+12.4pp | 78.5%+5.4pp | 67.2%+16.7pp |
| Annual return | 16.71% | -631.11%+647.8pp | -137.18%+153.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $9,436 | $2,845+231.6% | $4,320+118.4% | $2,670+253.4% |
| Participant deferral / active EE | $4,299 | $4,341-1.0% | $5,820-26.1% | $4,125+4.2% |
| Admin fee / account holder | $1,772 | $6,790-73.9% | $10,614-83.3% | $5,651-68.6% |