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 | $126,321 | $118,919+6.2% | $88,538+42.7% | $152,861-17.4% |
| Participation rate | 94.7% | 73.4%+21.4pp | 68.7%+26.0pp | 82.4%+12.3pp |
| Annual return | 25.56% | 47.92%-22.4pp | 43.64%-18.1pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,052 | $2,669-23.1% | $2,098-2.2% | $4,762-56.9% |
| Participant deferral / active EE | $3,933 | $3,549+10.8% | $2,914+35.0% | $5,850-32.8% |
| Admin fee / account holder | $4,087 | $5,876-30.4% | $4,310-5.2% | $11,596-64.8% |