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 9-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 | $119,351 | $150,440-20.7% | $136,294-12.4% | $147,584-19.1% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 19.24% | 1049.08%-1029.8pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $5,319 | $5,256+1.2% | $4,695+13.3% | $4,876+9.1% |
| Participant deferral / active EE | $8,008 | $6,630+20.8% | $6,247+28.2% | $5,439+47.2% |
| Admin fee / account holder | $1,807 | $10,905-83.4% | $9,243-80.4% | $10,885-83.4% |