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 | $135,366 | $112,096+20.8% | $95,952+41.1% | $158,922-14.8% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 15.09% | 171.09%-156.0pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,055 | $3,198-67.0% | $2,541-58.5% | $4,761-77.9% |
| Participant deferral / active EE | $5,687 | $4,784+18.9% | $4,167+36.5% | $5,982-4.9% |
| Admin fee / account holder | $12,066 | $10,130+19.1% | $6,795+77.6% | $11,246+7.3% |