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 | $125,911 | $159,901-21.3% | $146,958-14.3% | $145,922-13.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 12.36% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $6,273 | $5,286+18.7% | $4,933+27.2% | $4,660+34.6% |
| Participant deferral / active EE | $6,838 | $8,428-18.9% | $8,070-15.3% | $6,688+2.2% |
| Admin fee / account holder | $819 | $15,044-94.6% | $12,998-93.7% | $13,397-93.9% |