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 | $127,098 | $148,534-14.4% | $135,903-6.5% | $139,434-8.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 14.87% | 79.19%-64.3pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,500 | $5,243-52.3% | $4,856-48.5% | $4,751-47.4% |
| Participant deferral / active EE | $12,186 | $8,100+50.4% | $7,758+57.1% | $6,710+81.6% |
| Admin fee / account holder | $25,725 | $12,400+107.5% | $10,762+139.0% | $11,403+125.6% |