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 | $131,292 | $150,187-12.6% | $120,354+9.1% | $145,922-10.0% |
| Participation rate | 73.7% | 78.8%-5.1pp | 71.9%+1.8pp | 80.3%-6.6pp |
| Annual return | 15.90% | 154.07%-138.2pp | 107.15%-91.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,243 | $4,348-48.4% | $3,463-35.2% | $4,660-51.9% |
| Participant deferral / active EE | $5,216 | $6,173-15.5% | $4,991+4.5% | $6,688-22.0% |
| Admin fee / account holder | $5,095 | $12,207-58.3% | $9,423-45.9% | $13,397-62.0% |