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 | $110,509 | $159,901-30.9% | $146,958-24.8% | $145,922-24.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 17.66% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $3,239 | $5,286-38.7% | $4,933-34.3% | $4,660-30.5% |
| Participant deferral / active EE | $12,116 | $8,428+43.8% | $8,070+50.1% | $6,688+81.2% |
| Admin fee / account holder | $1,153 | $15,044-92.3% | $12,998-91.1% | $13,397-91.4% |