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 | $121,736 | $96,635+26.0% | $86,612+40.6% | $139,434-12.7% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 15.13% | 106.41%-91.3pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,954 | $3,263+21.2% | $3,022+30.8% | $4,751-16.8% |
| Participant deferral / active EE | $9,349 | $4,836+93.3% | $4,438+110.7% | $6,710+39.3% |
| Admin fee / account holder | $23,069 | $6,408+260.0% | $5,614+310.9% | $11,403+102.3% |