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 | $134,075 | $104,907+27.8% | $84,611+58.5% | $152,861-12.3% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.4%-9.7pp |
| Annual return | 15.58% | 373.79%-358.2pp | 258.74%-243.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,941 | $3,302-41.2% | $2,652-26.8% | $4,762-59.2% |
| Participant deferral / active EE | $5,395 | $4,688+15.1% | $3,899+38.4% | $5,850-7.8% |
| Admin fee / account holder | $3,854 | $6,241-38.2% | $4,912-21.5% | $11,596-66.8% |