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 | $121,489 | $65,409+85.7% | $98,442+23.4% | $85,850+41.5% |
| Participation rate | 85.2% | 65.0%+20.2pp | 73.3%+11.8pp | 69.3%+15.9pp |
| Annual return | 12.88% | 21.76%-8.9pp | 1492.73%-1479.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,489 | $2,168+14.8% | $2,960-15.9% | $2,565-3.0% |
| Participant deferral / active EE | $5,193 | $3,166+64.0% | $4,276+21.4% | $3,952+31.4% |
| Admin fee / account holder | $19,827 | $4,593+331.7% | $5,949+233.3% | $6,260+216.7% |