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 | $124,598 | $209,832-40.6% | $189,513-34.3% | $167,490-25.6% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 12.85% | 748.27%-735.4pp | 555.15%-542.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $7,232 | $6,914+4.6% | $6,162+17.4% | $4,837+49.5% |
| Participant deferral / active EE | $4,816 | $8,935-46.1% | $8,221-41.4% | $6,341-24.1% |
| Admin fee / account holder | $918 | $14,293-93.6% | $12,045-92.4% | $12,309-92.5% |