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 | $130,236 | $209,832-37.9% | $189,513-31.3% | $167,490-22.2% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 14.20% | 748.27%-734.1pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $9,042 | $6,914+30.8% | $6,162+46.8% | $4,837+86.9% |
| Participant deferral / active EE | $12,595 | $8,935+41.0% | $8,221+53.2% | $6,341+98.6% |
| Admin fee / account holder | $11,759 | $14,293-17.7% | $12,045-2.4% | $12,309-4.5% |