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 | $121,891 | $107,334+13.6% | $92,893+31.2% | $152,861-20.3% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 20.96% | 145.58%-124.6pp | 109.41%-88.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $955 | $4,221-77.4% | $3,653-73.9% | $4,762-80.0% |
| Participant deferral / active EE | $3,812 | $4,845-21.3% | $4,236-10.0% | $5,850-34.8% |
| Admin fee / account holder | $9,090 | $7,079+28.4% | $5,794+56.9% | $11,596-21.6% |