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 | $124,540 | $133,922-7.0% | $116,228+7.2% | $142,382-12.5% |
| Participation rate | 87.0% | 77.9%+9.1pp | 74.6%+12.4pp | 80.1%+6.8pp |
| Annual return | 14.01% | 147.76%-133.8pp | 90.06%-76.1pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,740 | $3,446-20.5% | $2,994-8.5% | $4,299-36.3% |
| Participant deferral / active EE | $6,303 | $5,672+11.1% | $4,953+27.2% | $6,507-3.1% |
| Admin fee / account holder | $1,902 | $14,945-87.3% | $11,989-84.1% | $12,624-84.9% |