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 | $126,017 | $165,984-24.1% | $164,813-23.5% | $145,922-13.6% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 15.15% | 100.03%-84.9pp | 69.93%-54.8pp | 561.29%-546.1pp |
| Employer contribution / active EE | $7,405 | $5,273+40.4% | $4,341+70.6% | $4,660+58.9% |
| Participant deferral / active EE | $11,272 | $6,959+62.0% | $6,031+86.9% | $6,688+68.6% |
| Admin fee / account holder | $98,937 | $16,648+494.3% | $12,690+679.7% | $13,397+638.5% |