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 | $126,756 | $159,901-20.7% | $146,958-13.7% | $145,922-13.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.15% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,571 | $5,286-13.5% | $4,933-7.3% | $4,660-1.9% |
| Participant deferral / active EE | $10,151 | $8,428+20.4% | $8,070+25.8% | $6,688+51.8% |
| Admin fee / account holder | $32,183 | $15,044+113.9% | $12,998+147.6% | $13,397+140.2% |