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 | $132,962 | $159,901-16.8% | $146,958-9.5% | $145,922-8.9% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 11.92% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $7,978 | $5,286+50.9% | $4,933+61.7% | $4,660+71.2% |
| Participant deferral / active EE | $18,323 | $8,428+117.4% | $8,070+127.1% | $6,688+174.0% |
| Admin fee / account holder | $41,036 | $15,044+172.8% | $12,998+215.7% | $13,397+206.3% |