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 | $94,636 | $159,901-40.8% | $146,958-35.6% | $145,922-35.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.09% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,556 | $5,286-70.6% | $4,933-68.5% | $4,660-66.6% |
| Participant deferral / active EE | $3,419 | $8,428-59.4% | $8,070-57.6% | $6,688-48.9% |
| Admin fee / account holder | $5,486 | $15,044-63.5% | $12,998-57.8% | $13,397-59.1% |