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 | $121,064 | $226,064-46.4% | $182,532-33.7% | $152,861-20.8% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.4%+10.4pp |
| Annual return | 21.19% | 192.51%-171.3pp | 148.54%-127.3pp | 345.32%-324.1pp |
| Employer contribution / active EE | $5,737 | $4,978+15.2% | $4,076+40.8% | $4,762+20.5% |
| Participant deferral / active EE | $8,806 | $6,368+38.3% | $5,524+59.4% | $5,850+50.5% |
| Admin fee / account holder | $13,514 | $10,703+26.3% | $8,592+57.3% | $11,596+16.5% |