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 | $142,476 | $88,751+60.5% | $81,812+74.2% | $145,922-2.4% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 16.33% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,350 | $3,083-56.2% | $2,912-53.7% | $4,660-71.0% |
| Participant deferral / active EE | $3,100 | $4,643-33.2% | $4,319-28.2% | $6,688-53.6% |
| Admin fee / account holder | $1,835 | $8,415-78.2% | $7,386-75.2% | $13,397-86.3% |