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 | $119,804 | $112,096+6.9% | $95,952+24.9% | $158,922-24.6% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | 26.58% | 171.09%-144.5pp | 91.61%-65.0pp | 302.83%-276.2pp |
| Employer contribution / active EE | $3,379 | $3,198+5.7% | $2,541+33.0% | $4,761-29.0% |
| Participant deferral / active EE | $9,292 | $4,784+94.2% | $4,167+123.0% | $5,982+55.3% |
| Admin fee / account holder | $5,640 | $10,130-44.3% | $6,795-17.0% | $11,246-49.9% |