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 | $123,114 | $102,966+19.6% | $90,281+36.4% | $152,861-19.5% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.4%+11.7pp |
| Annual return | 23.09% | 95.16%-72.1pp | 78.10%-55.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,405 | $3,139-23.4% | $2,854-15.7% | $4,762-49.5% |
| Participant deferral / active EE | $10,773 | $4,281+151.6% | $3,885+177.3% | $5,850+84.2% |
| Admin fee / account holder | $757 | $6,171-87.7% | $5,351-85.9% | $11,596-93.5% |