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 | $137,496 | $112,096+22.7% | $95,952+43.3% | $158,922-13.5% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 11.77% | 171.09%-159.3pp | 91.61%-79.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,313 | $3,198-58.9% | $2,541-48.3% | $4,761-72.4% |
| Participant deferral / active EE | $4,777 | $4,784-0.2% | $4,167+14.6% | $5,982-20.2% |
| Admin fee / account holder | $11,481 | $10,130+13.3% | $6,795+69.0% | $11,246+2.1% |