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 | $137,191 | $121,625+12.8% | $104,607+31.1% | $158,922-13.7% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 9.22% | 465.26%-456.0pp | 340.46%-331.2pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,708 | $3,163-14.4% | $2,681+1.0% | $4,761-43.1% |
| Participant deferral / active EE | $6,903 | $4,177+65.3% | $3,740+84.6% | $5,982+15.4% |
| Admin fee / account holder | $5,293 | $7,787-32.0% | $6,473-18.2% | $11,246-52.9% |