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 | $134,567 | $112,096+20.0% | $95,952+40.2% | $158,922-15.3% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 13.21% | 171.09%-157.9pp | 91.61%-78.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,434 | $3,198-55.1% | $2,541-43.6% | $4,761-69.9% |
| Participant deferral / active EE | $2,270 | $4,784-52.6% | $4,167-45.5% | $5,982-62.1% |
| Admin fee / account holder | $534 | $10,130-94.7% | $6,795-92.1% | $11,246-95.3% |