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 | $125,555 | $158,398-20.7% | $126,539-0.8% | $142,382-11.8% |
| Participation rate | 95.8% | 75.8%+20.0pp | 69.8%+26.0pp | 80.1%+15.7pp |
| Annual return | 11.87% | 593.76%-581.9pp | 425.95%-414.1pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,529 | $4,650-24.1% | $3,674-4.0% | $4,299-17.9% |
| Participant deferral / active EE | $4,640 | $4,767-2.7% | $4,083+13.7% | $6,507-28.7% |
| Admin fee / account holder | $5,115 | $6,918-26.1% | $6,065-15.7% | $12,624-59.5% |