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 | $134,610 | $114,047+18.0% | $96,139+40.0% | $167,490-19.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 12.76% | 189.88%-177.1pp | 191.94%-179.2pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,426 | $3,427-58.4% | $2,797-49.0% | $4,837-70.5% |
| Participant deferral / active EE | $4,134 | $5,194-20.4% | $4,349-4.9% | $6,341-34.8% |
| Admin fee / account holder | $1,338 | $6,897-80.6% | $5,537-75.8% | $12,309-89.1% |