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 | $112,560 | $159,901-29.6% | $146,958-23.4% | $145,922-22.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.99% | 98.13%-85.1pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $4,652 | $5,286-12.0% | $4,933-5.7% | $4,660-0.2% |
| Participant deferral / active EE | $10,672 | $8,428+26.6% | $8,070+32.2% | $6,688+59.6% |
| Admin fee / account holder | $16,697 | $15,044+11.0% | $12,998+28.5% | $13,397+24.6% |