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 | $125,518 | $226,064-44.5% | $182,532-31.2% | $152,861-17.9% |
| Participation rate | 85.0% | 82.5%+2.5pp | 78.0%+7.0pp | 82.4%+2.6pp |
| Annual return | 21.07% | 192.51%-171.4pp | 148.54%-127.5pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,529 | $4,978-49.2% | $4,076-38.0% | $4,762-46.9% |
| Participant deferral / active EE | $7,329 | $6,368+15.1% | $5,524+32.7% | $5,850+25.3% |
| Admin fee / account holder | $2,789 | $10,703-73.9% | $8,592-67.5% | $11,596-75.9% |