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 | $128,704 | $226,064-43.1% | $182,532-29.5% | $152,861-15.8% |
| Participation rate | 81.0% | 82.5%-1.5pp | 78.0%+3.0pp | 82.4%-1.5pp |
| Annual return | 21.14% | 192.51%-171.4pp | 148.54%-127.4pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,383 | $4,978-52.1% | $4,076-41.5% | $4,762-50.0% |
| Participant deferral / active EE | $9,788 | $6,368+53.7% | $5,524+77.2% | $5,850+67.3% |
| Admin fee / account holder | $306 | $10,703-97.1% | $8,592-96.4% | $11,596-97.4% |