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 | $128,419 | $111,724+14.9% | $93,606+37.2% | $145,922-12.0% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 11.42% | 202.98%-191.6pp | 133.20%-121.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,984 | $3,090-3.4% | $2,420+23.3% | $4,660-36.0% |
| Participant deferral / active EE | $5,785 | $4,912+17.8% | $4,411+31.1% | $6,688-13.5% |
| Admin fee / account holder | $33,802 | $10,250+229.8% | $8,285+308.0% | $13,397+152.3% |