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 | $141,231 | $159,901-11.7% | $146,958-3.9% | $145,922-3.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 13.71% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,857 | $5,286-45.9% | $4,933-42.1% | $4,660-38.7% |
| Participant deferral / active EE | $7,449 | $8,428-11.6% | $8,070-7.7% | $6,688+11.4% |
| Admin fee / account holder | $2,576 | $15,044-82.9% | $12,998-80.2% | $13,397-80.8% |