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 | $122,925 | $226,064-45.6% | $182,532-32.7% | $152,861-19.6% |
| Participation rate | 87.0% | 82.5%+4.5pp | 78.0%+9.0pp | 82.4%+4.5pp |
| Annual return | 25.71% | 192.51%-166.8pp | 148.54%-122.8pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,040 | $4,978-59.0% | $4,076-50.0% | $4,762-57.2% |
| Participant deferral / active EE | $6,466 | $6,368+1.5% | $5,524+17.0% | $5,850+10.5% |
| Admin fee / account holder | $7,329 | $10,703-31.5% | $8,592-14.7% | $11,596-36.8% |