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 | $117,747 | $90,348+30.3% | $75,972+55.0% | $145,922-19.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 11.65% | 620.88%-609.2pp | 359.55%-347.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,263 | $3,311-61.9% | $2,685-53.0% | $4,660-72.9% |
| Participant deferral / active EE | $1,683 | $5,162-67.4% | $4,255-60.5% | $6,688-74.8% |
| Admin fee / account holder | $461 | $8,467-94.6% | $6,467-92.9% | $13,397-96.6% |