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 | $131,169 | $210,648-37.7% | $177,989-26.3% | $145,922-10.1% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 11.82% | 385.86%-374.0pp | 294.48%-282.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,569 | $4,565-21.8% | $3,949-9.6% | $4,660-23.4% |
| Participant deferral / active EE | $6,845 | $6,958-1.6% | $6,276+9.1% | $6,688+2.3% |
| Admin fee / account holder | $1,840 | $12,013-84.7% | $10,363-82.2% | $13,397-86.3% |