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 6-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 | $124,408 | $124,281+0.1% | $109,143+14.0% | $167,490-25.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 12.49% | 26.04%-13.6pp | 25.75%-13.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,595 | $4,207-62.1% | $3,722-57.1% | $4,837-67.0% |
| Participant deferral / active EE | $8,036 | $5,255+52.9% | $4,653+72.7% | $6,341+26.7% |
| Admin fee / account holder | $38,179 | $7,970+379.0% | $6,752+465.4% | $12,309+210.2% |