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 | $117,512 | $226,064-48.0% | $182,532-35.6% | $152,861-23.1% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.4%+9.2pp |
| Annual return | 23.38% | 192.51%-169.1pp | 148.54%-125.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,929 | $4,978-41.2% | $4,076-28.1% | $4,762-38.5% |
| Participant deferral / active EE | $7,926 | $6,368+24.5% | $5,524+43.5% | $5,850+35.5% |
| Admin fee / account holder | $5,413 | $10,703-49.4% | $8,592-37.0% | $11,596-53.3% |