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 | $101,136 | $157,256-35.7% | $141,162-28.4% | $152,861-33.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 20.30% | 64.32%-44.0pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,634 | $5,261-68.9% | $4,735-65.5% | $4,762-65.7% |
| Participant deferral / active EE | $15,243 | $7,109+114.4% | $6,709+127.2% | $5,850+160.6% |
| Admin fee / account holder | $12,537 | $12,120+3.4% | $10,261+22.2% | $11,596+8.1% |