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 | $118,113 | $183,963-35.8% | $162,163-27.2% | $152,861-22.7% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 25.46% | 150.76%-125.3pp | 115.59%-90.1pp | 345.32%-319.9pp |
| Employer contribution / active EE | $5,252 | $6,371-17.6% | $5,614-6.4% | $4,762+10.3% |
| Participant deferral / active EE | $12,294 | $8,034+53.0% | $7,298+68.5% | $5,850+110.2% |
| Admin fee / account holder | $7,804 | $13,121-40.5% | $10,843-28.0% | $11,596-32.7% |