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 | $120,214 | $105,998+13.4% | $92,233+30.3% | $147,584-18.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 17.88% | 50.05%-32.2pp | 176.28%-158.4pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,223 | $4,333-71.8% | $3,679-66.8% | $4,876-74.9% |
| Participant deferral / active EE | $9,458 | $4,478+111.2% | $3,897+142.7% | $5,439+73.9% |
| Admin fee / account holder | $52,940 | $6,332+736.0% | $5,194+919.4% | $10,885+386.3% |