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 | $107,899 | $159,901-32.5% | $146,958-26.6% | $145,922-26.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 11.93% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,927 | $5,286-25.7% | $4,933-20.4% | $4,660-15.7% |
| Participant deferral / active EE | $10,062 | $8,428+19.4% | $8,070+24.7% | $6,688+50.5% |
| Admin fee / account holder | $1,064 | $15,044-92.9% | $12,998-91.8% | $13,397-92.1% |