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 | $120,354 | $112,096+7.4% | $95,952+25.4% | $158,922-24.3% |
| Participation rate | 86.4% | 79.0%+7.4pp | 77.1%+9.3pp | 82.0%+4.4pp |
| Annual return | 11.24% | 171.09%-159.9pp | 91.61%-80.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,046 | $3,198-36.0% | $2,541-19.5% | $4,761-57.0% |
| Participant deferral / active EE | $4,377 | $4,784-8.5% | $4,167+5.0% | $5,982-26.8% |
| Admin fee / account holder | $22,522 | $10,130+122.3% | $6,795+231.4% | $11,246+100.3% |