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 | $122,007 | $91,538+33.3% | $129,995-6.1% | $75,163+62.3% |
| Participation rate | 75.4% | 71.4%+3.9pp | 78.5%-3.1pp | 67.2%+8.2pp |
| Annual return | 17.75% | -631.11%+648.9pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,701 | $2,845-40.2% | $4,320-60.6% | $2,670-36.3% |
| Participant deferral / active EE | $5,173 | $4,341+19.2% | $5,820-11.1% | $4,125+25.4% |
| Admin fee / account holder | $20,365 | $6,790+199.9% | $10,614+91.9% | $5,651+260.4% |