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 | $123,884 | $91,538+35.3% | $129,995-4.7% | $75,163+64.8% |
| Participation rate | 87.5% | 71.4%+16.1pp | 78.5%+9.0pp | 67.2%+20.3pp |
| Annual return | 19.47% | -631.11%+650.6pp | -137.18%+156.6pp | 160.62%-141.1pp |
| Employer contribution / active EE | $5,060 | $2,845+77.9% | $4,320+17.1% | $2,670+89.5% |
| Participant deferral / active EE | $5,588 | $4,341+28.7% | $5,820-4.0% | $4,125+35.5% |
| Admin fee / account holder | $4,983 | $6,790-26.6% | $10,614-53.1% | $5,651-11.8% |