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 | $227,505 | $162,781+39.8% | $133,956+69.8% | $158,922+43.2% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 11.85% | 41.94%-30.1pp | 45.09%-33.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,224 | $4,975-75.4% | $3,919-68.8% | $4,761-74.3% |
| Participant deferral / active EE | $3,625 | $5,911-38.7% | $5,048-28.2% | $5,982-39.4% |
| Admin fee / account holder | $64,334 | $11,736+448.2% | $8,927+620.7% | $11,246+472.1% |