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 | $118,714 | $114,047+4.1% | $96,139+23.5% | $167,490-29.1% |
| Participation rate | 84.6% | 75.1%+9.6pp | 68.4%+16.2pp | 82.1%+2.5pp |
| Annual return | 8.48% | 189.88%-181.4pp | 191.94%-183.5pp | 478.56%-470.1pp |
| Employer contribution / active EE | $2,947 | $3,427-14.0% | $2,797+5.4% | $4,837-39.1% |
| Participant deferral / active EE | $6,061 | $5,194+16.7% | $4,349+39.4% | $6,341-4.4% |
| Admin fee / account holder | $722 | $6,897-89.5% | $5,537-87.0% | $12,309-94.1% |