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 | $113,557 | $111,724+1.6% | $93,606+21.3% | $145,922-22.2% |
| Participation rate | 70.8% | 74.2%-3.4pp | 68.7%+2.1pp | 80.3%-9.4pp |
| Annual return | 15.07% | 202.98%-187.9pp | 133.20%-118.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,060 | $3,090-65.7% | $2,420-56.2% | $4,660-77.3% |
| Participant deferral / active EE | $6,580 | $4,912+34.0% | $4,411+49.2% | $6,688-1.6% |
| Admin fee / account holder | $18,474 | $10,250+80.2% | $8,285+123.0% | $13,397+37.9% |