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 | $109,403 | $100,852+8.5% | $90,404+21.0% | $158,922-31.2% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.7%+1.0pp | 82.0%-8.3pp |
| Annual return | 19.10% | 1724.20%-1705.1pp | 1293.02%-1273.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,036 | $3,689-71.9% | $3,262-68.2% | $4,761-78.2% |
| Participant deferral / active EE | $3,950 | $4,348-9.2% | $3,963-0.3% | $5,982-34.0% |
| Admin fee / account holder | $14,358 | $6,501+120.9% | $5,611+155.9% | $11,246+27.7% |