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 | $115,346 | $159,901-27.9% | $146,958-21.5% | $145,922-21.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 15.45% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $13,055 | $5,286+147.0% | $4,933+164.6% | $4,660+180.2% |
| Participant deferral / active EE | $9,636 | $8,428+14.3% | $8,070+19.4% | $6,688+44.1% |
| Admin fee / account holder | $10,232 | $15,044-32.0% | $12,998-21.3% | $13,397-23.6% |