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 | $137,522 | $160,055-14.1% | $140,016-1.8% | $135,375+1.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | 12.01% | 911.38%-899.4pp | 651.12%-639.1pp | 519.73%-507.7pp |
| Employer contribution / active EE | $1,950 | $6,420-69.6% | $5,606-65.2% | $4,779-59.2% |
| Participant deferral / active EE | $3,963 | $7,642-48.1% | $6,927-42.8% | $5,609-29.3% |
| Admin fee / account holder | $17,049 | $13,328+27.9% | $10,705+59.3% | $10,827+57.5% |