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 | $115,876 | $165,984-30.2% | $164,813-29.7% | $145,922-20.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 9.88% | 100.03%-90.2pp | 69.93%-60.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,952 | $5,273-25.0% | $4,341-9.0% | $4,660-15.2% |
| Participant deferral / active EE | $9,819 | $6,959+41.1% | $6,031+62.8% | $6,688+46.8% |
| Admin fee / account holder | $6,415 | $16,648-61.5% | $12,690-49.4% | $13,397-52.1% |