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 | $143,564 | $209,411-31.4% | $178,490-19.6% | $158,922-9.7% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 10.13% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $11,075 | $5,706+94.1% | $5,011+121.0% | $4,761+132.6% |
| Participant deferral / active EE | $2,433 | $5,954-59.1% | $5,202-53.2% | $5,982-59.3% |
| Admin fee / account holder | $4,672 | $17,074-72.6% | $13,984-66.6% | $11,246-58.5% |