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 | $119,937 | $137,414-12.7% | $189,513-36.7% | $85,850+39.7% |
| Participation rate | 83.1% | 84.6%-1.5pp | 87.8%-4.7pp | 69.3%+13.8pp |
| Annual return | 11.99% | 38.14%-26.2pp | 555.15%-543.2pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,001 | $4,344-53.9% | $6,162-67.5% | $2,565-22.0% |
| Participant deferral / active EE | $4,676 | $6,260-25.3% | $8,221-43.1% | $3,952+18.3% |
| Admin fee / account holder | $1,371 | $8,630-84.1% | $12,045-88.6% | $6,260-78.1% |