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 | $129,560 | $209,832-38.3% | $189,513-31.6% | $167,490-22.6% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 11.79% | 748.27%-736.5pp | 555.15%-543.4pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,419 | $6,914-65.0% | $6,162-60.7% | $4,837-50.0% |
| Participant deferral / active EE | $4,301 | $8,935-51.9% | $8,221-47.7% | $6,341-32.2% |
| Admin fee / account holder | $15,901 | $14,293+11.2% | $12,045+32.0% | $12,309+29.2% |