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 8-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 | $109,109 | $183,963-40.7% | $162,163-32.7% | $152,861-28.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 14.45% | 150.76%-136.3pp | 115.59%-101.1pp | 345.32%-330.9pp |
| Employer contribution / active EE | $2,524 | $6,371-60.4% | $5,614-55.0% | $4,762-47.0% |
| Participant deferral / active EE | $8,153 | $8,034+1.5% | $7,298+11.7% | $5,850+39.4% |
| Admin fee / account holder | $9,170 | $13,121-30.1% | $10,843-15.4% | $11,596-20.9% |