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 | $145,370 | $159,901-9.1% | $146,958-1.1% | $145,922-0.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 9.77% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $5,940 | $5,286+12.4% | $4,933+20.4% | $4,660+27.5% |
| Participant deferral / active EE | $13,978 | $8,428+65.8% | $8,070+73.2% | $6,688+109.0% |
| Admin fee / account holder | $22,933 | $15,044+52.4% | $12,998+76.4% | $13,397+71.2% |