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 | $131,299 | $112,096+17.1% | $95,952+36.8% | $158,922-17.4% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 9.75% | 171.09%-161.3pp | 91.61%-81.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $3,744 | $3,198+17.1% | $2,541+47.3% | $4,761-21.4% |
| Participant deferral / active EE | $4,205 | $4,784-12.1% | $4,167+0.9% | $5,982-29.7% |
| Admin fee / account holder | $1,558 | $10,130-84.6% | $6,795-77.1% | $11,246-86.1% |