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 | $113,482 | $90,348+25.6% | $75,972+49.4% | $145,922-22.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 14.50% | 620.88%-606.4pp | 359.55%-345.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,591 | $3,311+8.5% | $2,685+33.8% | $4,660-22.9% |
| Participant deferral / active EE | $7,638 | $5,162+48.0% | $4,255+79.5% | $6,688+14.2% |
| Admin fee / account holder | $2,951 | $8,467-65.1% | $6,467-54.4% | $13,397-78.0% |