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 | $102,645 | $91,190+12.6% | $178,490-42.5% | $79,858+28.5% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 12.49% | 24.19%-11.7pp | 151.07%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,749 | $3,256-46.3% | $5,011-65.1% | $2,471-29.2% |
| Participant deferral / active EE | $4,879 | $3,236+50.8% | $5,202-6.2% | $3,740+30.4% |
| Admin fee / account holder | $27,926 | $6,751+313.7% | $13,984+99.7% | $5,306+426.3% |