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 | $108,473 | $159,901-32.2% | $146,958-26.2% | $145,922-25.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 16.31% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $6,441 | $5,286+21.8% | $4,933+30.6% | $4,660+38.2% |
| Participant deferral / active EE | $11,964 | $8,428+42.0% | $8,070+48.3% | $6,688+78.9% |
| Admin fee / account holder | $23,926 | $15,044+59.0% | $12,998+84.1% | $13,397+78.6% |