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 | $126,066 | $109,982+14.6% | $97,226+29.7% | $145,922-13.6% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 8.96% | 242.90%-233.9pp | 75.13%-66.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,584 | $3,084-16.2% | $2,729-5.3% | $4,660-44.5% |
| Participant deferral / active EE | $5,408 | $4,676+15.7% | $4,264+26.8% | $6,688-19.1% |
| Admin fee / account holder | $29,640 | $6,221+376.5% | $5,654+424.3% | $13,397+121.2% |