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 | $135,539 | $159,901-15.2% | $146,958-7.8% | $145,922-7.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 11.52% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,780 | $5,286-66.3% | $4,933-63.9% | $4,660-61.8% |
| Participant deferral / active EE | $4,804 | $8,428-43.0% | $8,070-40.5% | $6,688-28.2% |
| Admin fee / account holder | $28,025 | $15,044+86.3% | $12,998+115.6% | $13,397+109.2% |