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 | $118,163 | $158,398-25.4% | $126,539-6.6% | $142,382-17.0% |
| Participation rate | 95.7% | 75.8%+19.8pp | 69.8%+25.8pp | 80.1%+15.5pp |
| Annual return | 10.97% | 593.76%-582.8pp | 425.95%-415.0pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,505 | $4,650-67.6% | $3,674-59.0% | $4,299-65.0% |
| Participant deferral / active EE | $6,556 | $4,767+37.5% | $4,083+60.6% | $6,507+0.8% |
| Admin fee / account holder | $2,196 | $6,918-68.3% | $6,065-63.8% | $12,624-82.6% |