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 | $118,363 | $121,625-2.7% | $104,607+13.1% | $158,922-25.5% |
| Participation rate | 84.6% | 77.5%+7.1pp | 74.1%+10.5pp | 82.0%+2.7pp |
| Annual return | 13.72% | 465.26%-451.5pp | 340.46%-326.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,396 | $3,163-55.9% | $2,681-47.9% | $4,761-70.7% |
| Participant deferral / active EE | $4,790 | $4,177+14.7% | $3,740+28.1% | $5,982-19.9% |
| Admin fee / account holder | $2,114 | $7,787-72.8% | $6,473-67.3% | $11,246-81.2% |