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 | $137,037 | $112,096+22.2% | $95,952+42.8% | $158,922-13.8% |
| Participation rate | 78.6% | 79.0%-0.4pp | 77.1%+1.5pp | 82.0%-3.4pp |
| Annual return | 17.74% | 171.09%-153.4pp | 91.61%-73.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,285 | $3,198-28.5% | $2,541-10.1% | $4,761-52.0% |
| Participant deferral / active EE | $6,476 | $4,784+35.4% | $4,167+55.4% | $5,982+8.2% |
| Admin fee / account holder | $1,275 | $10,130-87.4% | $6,795-81.2% | $11,246-88.7% |