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 | $101,493 | $183,963-44.8% | $162,163-37.4% | $152,861-33.6% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 27.58% | 150.76%-123.2pp | 115.59%-88.0pp | 345.32%-317.7pp |
| Employer contribution / active EE | $3,037 | $6,371-52.3% | $5,614-45.9% | $4,762-36.2% |
| Participant deferral / active EE | $8,659 | $8,034+7.8% | $7,298+18.6% | $5,850+48.0% |
| Admin fee / account holder | $1,461 | $13,121-88.9% | $10,843-86.5% | $11,596-87.4% |