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 | $114,246 | $159,901-28.6% | $146,958-22.3% | $145,922-21.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.90% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,964 | $5,286+12.8% | $4,933+20.9% | $4,660+28.0% |
| Participant deferral / active EE | $13,774 | $8,428+63.4% | $8,070+70.7% | $6,688+106.0% |
| Admin fee / account holder | $5,310 | $15,044-64.7% | $12,998-59.1% | $13,397-60.4% |