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 | $119,191 | $88,751+34.3% | $81,812+45.7% | $145,922-18.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 13.06% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,359 | $3,083+8.9% | $2,912+15.3% | $4,660-27.9% |
| Participant deferral / active EE | $3,738 | $4,643-19.5% | $4,319-13.5% | $6,688-44.1% |
| Admin fee / account holder | $2,515 | $8,415-70.1% | $7,386-65.9% | $13,397-81.2% |