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 | $125,791 | $115,770+8.7% | $101,248+24.2% | $158,922-20.8% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 14.23% | 56.14%-41.9pp | 46.47%-32.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,371 | $4,175-43.2% | $3,660-35.2% | $4,761-50.2% |
| Participant deferral / active EE | $6,196 | $4,957+25.0% | $4,370+41.8% | $5,982+3.6% |
| Admin fee / account holder | $1,679 | $7,245-76.8% | $5,945-71.8% | $11,246-85.1% |