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 | $137,228 | $105,998+29.5% | $92,233+48.8% | $147,584-7.0% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 16.45% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $808 | $4,333-81.4% | $3,679-78.1% | $4,876-83.4% |
| Participant deferral / active EE | $5,144 | $4,478+14.9% | $3,897+32.0% | $5,439-5.4% |
| Admin fee / account holder | $2,536 | $6,332-60.0% | $5,194-51.2% | $10,885-76.7% |