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 | $116,305 | $109,327+6.4% | $89,391+30.1% | $158,922-26.8% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 13.34% | 345.68%-332.3pp | 245.62%-232.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,979 | $3,170-6.0% | $2,586+15.2% | $4,761-37.4% |
| Participant deferral / active EE | $3,320 | $4,598-27.8% | $3,890-14.7% | $5,982-44.5% |
| Admin fee / account holder | $734 | $6,153-88.1% | $4,881-85.0% | $11,246-93.5% |