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 | $124,682 | $108,919+14.5% | $100,391+24.2% | $145,922-14.6% |
| Participation rate | 72.7% | 82.9%-10.2pp | 81.5%-8.8pp | 80.3%-7.5pp |
| Annual return | 23.12% | 57.88%-34.8pp | 49.20%-26.1pp | 561.29%-538.2pp |
| Employer contribution / active EE | $2,656 | $4,419-39.9% | $3,942-32.6% | $4,660-43.0% |
| Participant deferral / active EE | $7,184 | $8,445-14.9% | $8,082-11.1% | $6,688+7.4% |
| Admin fee / account holder | $12,643 | $9,689+30.5% | $7,899+60.1% | $13,397-5.6% |