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 | $125,811 | $176,056-28.5% | $159,436-21.1% | $167,490-24.9% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 15.28% | 331.75%-316.5pp | 263.57%-248.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $9,164 | $5,297+73.0% | $4,829+89.8% | $4,837+89.4% |
| Participant deferral / active EE | $5,960 | $7,750-23.1% | $7,352-18.9% | $6,341-6.0% |
| Admin fee / account holder | $42,807 | $12,554+241.0% | $10,799+296.4% | $12,309+247.8% |