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 | $136,267 | $106,890+27.5% | $84,015+62.2% | $152,861-10.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 21.03% | 104.99%-84.0pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,139 | $2,734-21.8% | $1,983+7.8% | $4,762-55.1% |
| Participant deferral / active EE | $4,503 | $4,011+12.2% | $3,239+39.0% | $5,850-23.0% |
| Admin fee / account holder | $2,061 | $8,285-75.1% | $6,101-66.2% | $11,596-82.2% |