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 | $139,010 | $112,096+24.0% | $95,952+44.9% | $158,922-12.5% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 14.67% | 171.09%-156.4pp | 91.61%-76.9pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,726 | $3,198-14.8% | $2,541+7.3% | $4,761-42.8% |
| Participant deferral / active EE | $5,686 | $4,784+18.9% | $4,167+36.5% | $5,982-4.9% |
| Admin fee / account holder | $1,041 | $10,130-89.7% | $6,795-84.7% | $11,246-90.7% |