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 | $128,157 | $90,348+41.8% | $75,972+68.7% | $145,922-12.2% |
| Participation rate | 81.8% | 74.5%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 11.04% | 620.88%-609.8pp | 359.55%-348.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,431 | $3,311+3.6% | $2,685+27.8% | $4,660-26.4% |
| Participant deferral / active EE | $4,524 | $5,162-12.4% | $4,255+6.3% | $6,688-32.4% |
| Admin fee / account holder | $10,871 | $8,467+28.4% | $6,467+68.1% | $13,397-18.9% |