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 5-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 | $121,957 | $86,286+41.3% | $111,297+9.6% | $85,850+42.1% |
| Participation rate | 75.5% | 73.3%+2.2pp | 77.3%-1.8pp | 69.3%+6.2pp |
| Annual return | 13.35% | 19.99%-6.6pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,278 | $2,043-37.4% | $2,731-53.2% | $2,565-50.2% |
| Participant deferral / active EE | $4,685 | $3,641+28.7% | $4,487+4.4% | $3,952+18.6% |
| Admin fee / account holder | $51,470 | $8,188+528.6% | $7,964+546.3% | $6,260+722.2% |