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 | $121,402 | $96,635+25.6% | $86,612+40.2% | $139,434-12.9% |
| Participation rate | 86.7% | 74.4%+12.3pp | 71.7%+15.0pp | 80.3%+6.3pp |
| Annual return | 23.50% | 106.41%-82.9pp | 591.07%-567.6pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,290 | $3,263-60.5% | $3,022-57.3% | $4,751-72.8% |
| Participant deferral / active EE | $5,162 | $4,836+6.7% | $4,438+16.3% | $6,710-23.1% |
| Admin fee / account holder | $2,965 | $6,408-53.7% | $5,614-47.2% | $11,403-74.0% |