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 | $135,909 | $74,888+81.5% | $71,209+90.9% | $142,382-4.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 15.01% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,731 | $2,854+170.9% | $2,721+184.1% | $4,299+79.8% |
| Participant deferral / active EE | $7,859 | $4,454+76.4% | $4,175+88.2% | $6,507+20.8% |
| Admin fee / account holder | $5,062 | $5,568-9.1% | $5,349-5.4% | $12,624-59.9% |