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 | $139,178 | $169,032-17.7% | $129,207+7.7% | $145,922-4.6% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 11.56% | 14330.11%-14318.6pp | 9417.33%-9405.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $699 | $5,537-87.4% | $4,153-83.2% | $4,660-85.0% |
| Participant deferral / active EE | $5,951 | $4,987+19.3% | $4,168+42.8% | $6,688-11.0% |
| Admin fee / account holder | $3,872 | $9,954-61.1% | $7,715-49.8% | $13,397-71.1% |