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 | $138,407 | $102,966+34.4% | $90,281+53.3% | $152,861-9.5% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 18.08% | 95.16%-77.1pp | 78.10%-60.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,182 | $3,139-62.3% | $2,854-58.6% | $4,762-75.2% |
| Participant deferral / active EE | $3,887 | $4,281-9.2% | $3,8850% | $5,850-33.6% |
| Admin fee / account holder | $61,644 | $6,171+899.0% | $5,351+1052.0% | $11,596+431.6% |