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 | $133,385 | $144,119-7.4% | $117,854+13.2% | $147,584-9.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 17.03% | 531.15%-514.1pp | 335.08%-318.0pp | 578.55%-561.5pp |
| Employer contribution / active EE | $5,901 | $4,896+20.5% | $3,786+55.9% | $4,876+21.0% |
| Participant deferral / active EE | $10,488 | $5,316+97.3% | $4,482+134.0% | $5,439+92.8% |
| Admin fee / account holder | $8,120 | $10,886-25.4% | $8,020+1.2% | $10,885-25.4% |