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 | $140,874 | $118,849+18.5% | $96,562+45.9% | $167,490-15.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 28.38% | 50.49%-22.1pp | 37.78%-9.4pp | 478.56%-450.2pp |
| Employer contribution / active EE | $1,150 | $3,120-63.1% | $2,356-51.2% | $4,837-76.2% |
| Participant deferral / active EE | $9,764 | $4,616+111.5% | $3,849+153.7% | $6,341+54.0% |
| Admin fee / account holder | $972 | $8,065-88.0% | $6,181-84.3% | $12,309-92.1% |