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 | $131,210 | $126,574+3.7% | $106,213+23.5% | $145,922-10.1% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 14.94% | 224.79%-209.9pp | 116.14%-101.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $5,331 | $3,730+42.9% | $3,171+68.1% | $4,660+14.4% |
| Participant deferral / active EE | $5,285 | $5,724-7.7% | $5,016+5.4% | $6,688-21.0% |
| Admin fee / account holder | $3,846 | $17,304-77.8% | $11,033-65.1% | $13,397-71.3% |