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 | $121,716 | $111,724+8.9% | $93,606+30.0% | $145,922-16.6% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 11.98% | 202.98%-191.0pp | 133.20%-121.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $577 | $3,090-81.3% | $2,420-76.2% | $4,660-87.6% |
| Participant deferral / active EE | $3,846 | $4,912-21.7% | $4,411-12.8% | $6,688-42.5% |
| Admin fee / account holder | $25,079 | $10,250+144.7% | $8,285+202.7% | $13,397+87.2% |