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 | $121,879 | $102,317+19.1% | $146,958-17.1% | $80,856+50.7% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 18.79% | 134.76%-116.0pp | 418.34%-399.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $3,756 | $3,713+1.2% | $4,933-23.9% | $2,755+36.3% |
| Participant deferral / active EE | $9,062 | $6,644+36.4% | $8,070+12.3% | $4,296+111.0% |
| Admin fee / account holder | $11,757 | $7,941+48.0% | $12,998-9.6% | $6,918+69.9% |