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 | $134,071 | $177,572-24.5% | $154,803-13.4% | $142,382-5.8% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 122.88% | 65.07%+57.8pp | 58.88%+64.0pp | 217.08%-94.2pp |
| Employer contribution / active EE | $3,845 | $4,810-20.1% | $4,305-10.7% | $4,299-10.6% |
| Participant deferral / active EE | $5,217 | $6,272-16.8% | $5,540-5.8% | $6,507-19.8% |
| Admin fee / account holder | $140,280 | $16,786+735.7% | $14,329+879.0% | $12,624+1011.2% |