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 | $110,681 | $159,901-30.8% | $146,958-24.7% | $145,922-24.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.38% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $7,362 | $5,286+39.3% | $4,933+49.2% | $4,660+58.0% |
| Participant deferral / active EE | $15,084 | $8,428+79.0% | $8,070+86.9% | $6,688+125.5% |
| Admin fee / account holder | $5,495 | $15,044-63.5% | $12,998-57.7% | $13,397-59.0% |