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 | $135,676 | $109,327+24.1% | $89,391+51.8% | $158,922-14.6% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.0%+9.8pp | 82.0%-4.2pp |
| Annual return | 16.05% | 345.68%-329.6pp | 245.62%-229.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,130 | $3,170-64.4% | $2,586-56.3% | $4,761-76.3% |
| Participant deferral / active EE | $5,106 | $4,598+11.0% | $3,890+31.3% | $5,982-14.6% |
| Admin fee / account holder | $553 | $6,153-91.0% | $4,881-88.7% | $11,246-95.1% |