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 | $120,081 | $159,901-24.9% | $146,958-18.3% | $145,922-17.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 11.61% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,857 | $5,286-46.0% | $4,933-42.1% | $4,660-38.7% |
| Participant deferral / active EE | $9,729 | $8,428+15.4% | $8,070+20.6% | $6,688+45.5% |
| Admin fee / account holder | $67,044 | $15,044+345.7% | $12,998+415.8% | $13,397+400.4% |