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 | $61,089 | $159,901-61.8% | $146,958-58.4% | $145,922-58.1% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 14.12% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,243 | $5,286-38.7% | $4,933-34.3% | $4,660-30.4% |
| Participant deferral / active EE | $7,178 | $8,428-14.8% | $8,070-11.1% | $6,688+7.3% |
| Admin fee / account holder | $1,934 | $15,044-87.1% | $12,998-85.1% | $13,397-85.6% |