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 | $106,869 | $86,286+23.9% | $111,297-4.0% | $85,850+24.5% |
| Participation rate | 76.2% | 73.3%+2.9pp | 77.3%-1.1pp | 69.3%+6.9pp |
| Annual return | 13.59% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,168 | $2,043-42.8% | $2,731-57.2% | $2,565-54.4% |
| Participant deferral / active EE | $4,891 | $3,641+34.3% | $4,487+9.0% | $3,952+23.8% |
| Admin fee / account holder | $18,660 | $8,188+127.9% | $7,964+134.3% | $6,260+198.1% |