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 | $110,812 | $99,020+11.9% | $86,590+28.0% | $147,584-24.9% |
| Participation rate | 84.6% | 76.3%+8.3pp | 73.5%+11.1pp | 82.8%+1.8pp |
| Annual return | 14.22% | 1312.34%-1298.1pp | 964.84%-950.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,673 | $3,132+17.3% | $2,839+29.4% | $4,876-24.7% |
| Participant deferral / active EE | $4,137 | $3,972+4.2% | $3,609+14.6% | $5,439-23.9% |
| Admin fee / account holder | $14,857 | $5,710+160.2% | $4,906+202.9% | $10,885+36.5% |