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 | $115,930 | $159,901-27.5% | $146,958-21.1% | $145,922-20.6% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 14.37% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,317 | $5,286-75.1% | $4,933-73.3% | $4,660-71.7% |
| Participant deferral / active EE | $10,790 | $8,428+28.0% | $8,070+33.7% | $6,688+61.3% |
| Admin fee / account holder | $21,067 | $15,044+40.0% | $12,998+62.1% | $13,397+57.2% |