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 | $125,975 | $159,901-21.2% | $146,958-14.3% | $145,922-13.7% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 15.87% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $6,228 | $5,286+17.8% | $4,933+26.3% | $4,660+33.7% |
| Participant deferral / active EE | $8,655 | $8,428+2.7% | $8,070+7.3% | $6,688+29.4% |
| Admin fee / account holder | $9,738 | $15,044-35.3% | $12,998-25.1% | $13,397-27.3% |