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 | $118,274 | $159,901-26.0% | $146,958-19.5% | $145,922-18.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 11.33% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,880 | $5,286-45.5% | $4,933-41.6% | $4,660-38.2% |
| Participant deferral / active EE | $6,162 | $8,428-26.9% | $8,070-23.6% | $6,688-7.9% |
| Admin fee / account holder | $1,333 | $15,044-91.1% | $12,998-89.7% | $13,397-90.1% |