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 | $124,831 | $159,901-21.9% | $146,958-15.1% | $145,922-14.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 12.91% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $11,436 | $5,286+116.3% | $4,933+131.8% | $4,660+145.4% |
| Participant deferral / active EE | $6,381 | $8,428-24.3% | $8,070-20.9% | $6,688-4.6% |
| Admin fee / account holder | $1,888 | $15,044-87.4% | $12,998-85.5% | $13,397-85.9% |