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 | $121,152 | $226,064-46.4% | $182,532-33.6% | $152,861-20.7% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.0%+6.6pp | 82.4%+2.2pp |
| Annual return | 20.09% | 192.51%-172.4pp | 148.54%-128.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $524 | $4,978-89.5% | $4,076-87.1% | $4,762-89.0% |
| Participant deferral / active EE | $4,720 | $6,368-25.9% | $5,524-14.6% | $5,850-19.3% |
| Admin fee / account holder | $43,500 | $10,703+306.4% | $8,592+406.3% | $11,596+275.1% |