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 | $116,984 | $126,574-7.6% | $106,213+10.1% | $145,922-19.8% |
| Participation rate | 95.8% | 77.6%+18.2pp | 75.3%+20.6pp | 80.3%+15.6pp |
| Annual return | 12.73% | 224.79%-212.1pp | 116.14%-103.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $6,004 | $3,730+61.0% | $3,171+89.3% | $4,660+28.9% |
| Participant deferral / active EE | $19,986 | $5,724+249.2% | $5,016+298.5% | $6,688+198.8% |
| Admin fee / account holder | $12,528 | $17,304-27.6% | $11,033+13.6% | $13,397-6.5% |