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 | $114,470 | $183,963-37.8% | $162,163-29.4% | $152,861-25.1% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 23.94% | 150.76%-126.8pp | 115.59%-91.7pp | 345.32%-321.4pp |
| Employer contribution / active EE | $6,739 | $6,371+5.8% | $5,614+20.0% | $4,762+41.5% |
| Participant deferral / active EE | $8,959 | $8,034+11.5% | $7,298+22.8% | $5,850+53.1% |
| Admin fee / account holder | $1,411 | $13,121-89.2% | $10,843-87.0% | $11,596-87.8% |