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 | $133,757 | $107,334+24.6% | $92,893+44.0% | $152,861-12.5% |
| Participation rate | 90.5% | 79.8%+10.7pp | 76.0%+14.5pp | 82.4%+8.0pp |
| Annual return | 21.16% | 145.58%-124.4pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,700 | $4,221-12.3% | $3,653+1.3% | $4,762-22.3% |
| Participant deferral / active EE | $8,940 | $4,845+84.5% | $4,236+111.0% | $5,850+52.8% |
| Admin fee / account holder | $6,748 | $7,079-4.7% | $5,794+16.5% | $11,596-41.8% |