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 | $132,532 | $91,552+44.8% | $133,956-1.1% | $79,858+66.0% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+9.9pp | 69.6%+20.1pp |
| Annual return | 16.46% | 61.85%-45.4pp | 45.09%-28.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $4,623 | $2,384+94.0% | $3,919+18.0% | $2,471+87.1% |
| Participant deferral / active EE | $3,994 | $3,733+7.0% | $5,048-20.9% | $3,740+6.8% |
| Admin fee / account holder | $35,280 | $6,321+458.2% | $8,927+295.2% | $5,306+564.9% |