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 | $108,635 | $138,044-21.3% | $125,339-13.3% | $134,475-19.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 24.98% | 750.33%-725.4pp | 572.05%-547.1pp | 417.96%-393.0pp |
| Employer contribution / active EE | $3,278 | $5,243-37.5% | $4,814-31.9% | $4,740-30.8% |
| Participant deferral / active EE | $8,772 | $7,799+12.5% | $7,446+17.8% | $6,400+37.1% |
| Admin fee / account holder | $4,284 | $11,571-63.0% | $10,010-57.2% | $11,426-62.5% |