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 | $119,280 | $159,901-25.4% | $146,958-18.8% | $145,922-18.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 13.86% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $7,752 | $5,286+46.6% | $4,933+57.1% | $4,660+66.4% |
| Participant deferral / active EE | $12,821 | $8,428+52.1% | $8,070+58.9% | $6,688+91.7% |
| Admin fee / account holder | $1,029 | $15,044-93.2% | $12,998-92.1% | $13,397-92.3% |