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 | $105,168 | $159,901-34.2% | $146,958-28.4% | $145,922-27.9% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 15.02% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $9,179 | $5,286+73.6% | $4,933+86.1% | $4,660+97.0% |
| Participant deferral / active EE | $11,000 | $8,428+30.5% | $8,070+36.3% | $6,688+64.5% |
| Admin fee / account holder | $7,061 | $15,044-53.1% | $12,998-45.7% | $13,397-47.3% |