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 7-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 | $119,797 | $109,327+9.6% | $89,391+34.0% | $158,922-24.6% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 15.31% | 345.68%-330.4pp | 245.62%-230.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,737 | $3,170-13.6% | $2,586+5.9% | $4,761-42.5% |
| Participant deferral / active EE | $2,181 | $4,598-52.6% | $3,890-43.9% | $5,982-63.5% |
| Admin fee / account holder | $3,053 | $6,153-50.4% | $4,881-37.5% | $11,246-72.9% |