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 | $116,541 | $159,901-27.1% | $146,958-20.7% | $145,922-20.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.74% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,081 | $5,286-22.8% | $4,933-17.3% | $4,660-12.4% |
| Participant deferral / active EE | $9,019 | $8,428+7.0% | $8,070+11.8% | $6,688+34.9% |
| Admin fee / account holder | $2,152 | $15,044-85.7% | $12,998-83.4% | $13,397-83.9% |