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 | $115,059 | $183,963-37.5% | $162,163-29.0% | $152,861-24.7% |
| Participation rate | 87.0% | 88.5%-1.5pp | 87.6%-0.6pp | 82.4%+4.5pp |
| Annual return | 20.04% | 150.76%-130.7pp | 115.59%-95.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $5,609 | $6,371-12.0% | $5,614-0.1% | $4,762+17.8% |
| Participant deferral / active EE | $7,416 | $8,034-7.7% | $7,298+1.6% | $5,850+26.8% |
| Admin fee / account holder | $2,545 | $13,121-80.6% | $10,843-76.5% | $11,596-78.1% |