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 | $132,411 | $185,200-28.5% | $142,863-7.3% | $167,490-20.9% |
| Participation rate | 87.5% | 78.4%+9.1pp | 71.9%+15.6pp | 82.1%+5.4pp |
| Annual return | 12.49% | 8555.70%-8543.2pp | 5637.54%-5625.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,116 | $5,604-80.1% | $4,144-73.1% | $4,837-76.9% |
| Participant deferral / active EE | $4,088 | $4,494-9.0% | $3,837+6.5% | $6,341-35.5% |
| Admin fee / account holder | $10,965 | $8,031+36.5% | $6,560+67.1% | $12,309-10.9% |