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 | $130,465 | $121,625+7.3% | $104,607+24.7% | $158,922-17.9% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 21.99% | 465.26%-443.3pp | 340.46%-318.5pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,787 | $3,163-43.5% | $2,681-33.3% | $4,761-62.5% |
| Participant deferral / active EE | $2,241 | $4,177-46.4% | $3,740-40.1% | $5,982-62.5% |
| Admin fee / account holder | $67,505 | $7,787+766.9% | $6,473+942.8% | $11,246+500.3% |