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 | $106,957 | $159,901-33.1% | $146,958-27.2% | $145,922-26.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.14% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,640 | $5,286-31.1% | $4,933-26.2% | $4,660-21.9% |
| Participant deferral / active EE | $13,334 | $8,428+58.2% | $8,070+65.2% | $6,688+99.4% |
| Admin fee / account holder | $9,786 | $15,044-35.0% | $12,998-24.7% | $13,397-27.0% |