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 | $92,102 | $159,901-42.4% | $146,958-37.3% | $145,922-36.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.67% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $5,371 | $5,286+1.6% | $4,933+8.9% | $4,660+15.3% |
| Participant deferral / active EE | $11,694 | $8,428+38.7% | $8,070+44.9% | $6,688+74.9% |
| Admin fee / account holder | $1,101 | $15,044-92.7% | $12,998-91.5% | $13,397-91.8% |