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 | $111,836 | $105,998+5.5% | $92,233+21.3% | $147,584-24.2% |
| Participation rate | 81.0% | 80.4%+0.5pp | 76.5%+4.5pp | 82.8%-1.9pp |
| Annual return | 13.86% | 50.05%-36.2pp | 176.28%-162.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $960 | $4,333-77.8% | $3,679-73.9% | $4,876-80.3% |
| Participant deferral / active EE | $2,854 | $4,478-36.3% | $3,897-26.8% | $5,439-47.5% |
| Admin fee / account holder | $2,161 | $6,332-65.9% | $5,194-58.4% | $10,885-80.1% |