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 | $139,037 | $107,334+29.5% | $92,893+49.7% | $152,861-9.0% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.4%-3.9pp |
| Annual return | 24.61% | 145.58%-121.0pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,924 | $4,221-30.7% | $3,653-20.0% | $4,762-38.6% |
| Participant deferral / active EE | $7,864 | $4,845+62.3% | $4,236+85.6% | $5,850+34.4% |
| Admin fee / account holder | $5,191 | $7,079-26.7% | $5,794-10.4% | $11,596-55.2% |