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 | $110,507 | $126,574-12.7% | $106,213+4.0% | $145,922-24.3% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.1pp |
| Annual return | 11.76% | 224.79%-213.0pp | 116.14%-104.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,952 | $3,730+32.8% | $3,171+56.2% | $4,660+6.3% |
| Participant deferral / active EE | $5,441 | $5,724-4.9% | $5,016+8.5% | $6,688-18.6% |
| Admin fee / account holder | $2,544 | $17,304-85.3% | $11,033-76.9% | $13,397-81.0% |