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 | $123,763 | $169,032-26.8% | $129,207-4.2% | $145,922-15.2% |
| Participation rate | 77.8% | 76.4%+1.3pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 14.74% | 14330.11%-14315.4pp | 9417.33%-9402.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $967 | $5,537-82.5% | $4,153-76.7% | $4,660-79.3% |
| Participant deferral / active EE | $5,644 | $4,987+13.2% | $4,168+35.4% | $6,688-15.6% |
| Admin fee / account holder | $63,471 | $9,954+537.6% | $7,715+722.7% | $13,397+373.8% |