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 | $110,128 | $109,982+0.1% | $97,226+13.3% | $145,922-24.5% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 9.23% | 242.90%-233.7pp | 75.13%-65.9pp | 561.29%-552.1pp |
| Employer contribution / active EE | $651 | $3,084-78.9% | $2,729-76.1% | $4,660-86.0% |
| Participant deferral / active EE | $1,939 | $4,676-58.5% | $4,264-54.5% | $6,688-71.0% |
| Admin fee / account holder | $793 | $6,221-87.3% | $5,654-86.0% | $13,397-94.1% |