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 | $187,171 | $109,982+70.2% | $97,226+92.5% | $145,922+28.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 22.19% | 242.90%-220.7pp | 75.13%-52.9pp | 561.29%-539.1pp |
| Employer contribution / active EE | $1,931 | $3,084-37.4% | $2,729-29.3% | $4,660-58.6% |
| Participant deferral / active EE | $4,421 | $4,676-5.5% | $4,264+3.7% | $6,688-33.9% |
| Admin fee / account holder | $1,154 | $6,221-81.5% | $5,654-79.6% | $13,397-91.4% |