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 4-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 | $132,397 | $126,574+4.6% | $106,213+24.7% | $145,922-9.3% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.1pp |
| Annual return | 17.84% | 224.79%-206.9pp | 116.14%-98.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $5,788 | $3,730+55.2% | $3,171+82.5% | $4,660+24.2% |
| Participant deferral / active EE | $11,106 | $5,724+94.0% | $5,016+121.4% | $6,688+66.1% |
| Admin fee / account holder | $10,223 | $17,304-40.9% | $11,033-7.3% | $13,397-23.7% |