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 | $107,765 | $159,901-32.6% | $146,958-26.7% | $145,922-26.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.92% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,074 | $5,286-4.0% | $4,933+2.9% | $4,660+8.9% |
| Participant deferral / active EE | $12,445 | $8,428+47.7% | $8,070+54.2% | $6,688+86.1% |
| Admin fee / account holder | $9,219 | $15,044-38.7% | $12,998-29.1% | $13,397-31.2% |