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 | $122,886 | $144,119-14.7% | $117,854+4.3% | $147,584-16.7% |
| Participation rate | 86.4% | 83.4%+2.9pp | 79.7%+6.7pp | 82.8%+3.5pp |
| Annual return | 18.39% | 531.15%-512.8pp | 335.08%-316.7pp | 578.55%-560.2pp |
| Employer contribution / active EE | $3,516 | $4,896-28.2% | $3,786-7.1% | $4,876-27.9% |
| Participant deferral / active EE | $7,539 | $5,316+41.8% | $4,482+68.2% | $5,439+38.6% |
| Admin fee / account holder | $4,169 | $10,886-61.7% | $8,020-48.0% | $10,885-61.7% |