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 | $134,956 | $112,096+20.4% | $95,952+40.7% | $158,922-15.1% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 16.97% | 171.09%-154.1pp | 91.61%-74.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,022 | $3,198-5.5% | $2,541+18.9% | $4,761-36.5% |
| Participant deferral / active EE | $5,258 | $4,784+9.9% | $4,167+26.2% | $5,982-12.1% |
| Admin fee / account holder | $1,433 | $10,130-85.9% | $6,795-78.9% | $11,246-87.3% |