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 | $129,907 | $148,534-12.5% | $135,903-4.4% | $139,434-6.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.57% | 79.19%-64.6pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $19,798 | $5,243+277.6% | $4,856+307.7% | $4,751+316.7% |
| Participant deferral / active EE | $7,400 | $8,100-8.6% | $7,758-4.6% | $6,710+10.3% |
| Admin fee / account holder | $31,892 | $12,400+157.2% | $10,762+196.3% | $11,403+179.7% |