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 | $142,341 | $183,963-22.6% | $162,163-12.2% | $152,861-6.9% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.6%+4.8pp | 82.4%+9.9pp |
| Annual return | 22.96% | 150.76%-127.8pp | 115.59%-92.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,921 | $6,371-69.8% | $5,614-65.8% | $4,762-59.7% |
| Participant deferral / active EE | $7,193 | $8,034-10.5% | $7,298-1.4% | $5,850+22.9% |
| Admin fee / account holder | $1,744 | $13,121-86.7% | $10,843-83.9% | $11,596-85.0% |