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 | $125,163 | $111,724+12.0% | $93,606+33.7% | $145,922-14.2% |
| Participation rate | 73.9% | 74.2%-0.3pp | 68.7%+5.2pp | 80.3%-6.4pp |
| Annual return | 27.92% | 202.98%-175.1pp | 133.20%-105.3pp | 561.29%-533.4pp |
| Employer contribution / active EE | $2,499 | $3,090-19.1% | $2,420+3.3% | $4,660-46.4% |
| Participant deferral / active EE | $6,002 | $4,912+22.2% | $4,411+36.1% | $6,688-10.3% |
| Admin fee / account holder | $5,359 | $10,250-47.7% | $8,285-35.3% | $13,397-60.0% |