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 | $112,635 | $91,190+23.5% | $178,490-36.9% | $79,858+41.0% |
| Participation rate | 71.7% | 69.2%+2.5pp | 81.9%-10.2pp | 69.6%+2.1pp |
| Annual return | 12.33% | 24.19%-11.9pp | 151.07%-138.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,540 | $3,256-52.7% | $5,011-69.3% | $2,471-37.7% |
| Participant deferral / active EE | $3,162 | $3,236-2.3% | $5,202-39.2% | $3,740-15.5% |
| Admin fee / account holder | $12,587 | $6,751+86.4% | $13,984-10.0% | $5,306+137.2% |