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 | $117,540 | $104,486+12.5% | $76,817+53.0% | $152,861-23.1% |
| Participation rate | 73.9% | 76.6%-2.7pp | 72.1%+1.8pp | 82.4%-8.5pp |
| Annual return | 21.91% | 1013.37%-991.5pp | 1166.11%-1144.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,066 | $3,116-65.8% | $2,302-53.7% | $4,762-77.6% |
| Participant deferral / active EE | $4,142 | $4,236-2.2% | $3,336+24.2% | $5,850-29.2% |
| Admin fee / account holder | $5,222 | $12,275-57.5% | $6,420-18.7% | $11,596-55.0% |