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 | $112,639 | $91,538+23.1% | $129,995-13.4% | $75,163+49.9% |
| Participation rate | 97.9% | 71.4%+26.5pp | 78.5%+19.4pp | 67.2%+30.7pp |
| Annual return | 16.28% | -631.11%+647.4pp | -137.18%+153.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $8,927 | $2,845+213.8% | $4,320+106.7% | $2,670+234.4% |
| Participant deferral / active EE | $4,204 | $4,341-3.2% | $5,820-27.8% | $4,125+1.9% |
| Admin fee / account holder | $6,569 | $6,790-3.3% | $10,614-38.1% | $5,651+16.2% |