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 | $107,290 | $159,901-32.9% | $146,958-27.0% | $145,922-26.5% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 11.91% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,040 | $5,286-42.5% | $4,933-38.4% | $4,660-34.8% |
| Participant deferral / active EE | $8,788 | $8,428+4.3% | $8,070+8.9% | $6,688+31.4% |
| Admin fee / account holder | $23,474 | $15,044+56.0% | $12,998+80.6% | $13,397+75.2% |