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 | $112,559 | $210,648-46.6% | $177,989-36.8% | $145,922-22.9% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 11.63% | 385.86%-374.2pp | 294.48%-282.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,333 | $4,565-27.0% | $3,949-15.6% | $4,660-28.5% |
| Participant deferral / active EE | $11,926 | $6,958+71.4% | $6,276+90.0% | $6,688+78.3% |
| Admin fee / account holder | $5,902 | $12,013-50.9% | $10,363-43.0% | $13,397-55.9% |