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 | $107,592 | $180,449-40.4% | $154,107-30.2% | $135,375-20.5% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | 1.06% | 888.09%-887.0pp | 735.12%-734.1pp | 519.73%-518.7pp |
| Employer contribution / active EE | $7,266 | $6,035+20.4% | $5,298+37.2% | $4,779+52.1% |
| Participant deferral / active EE | $7,442 | $5,806+28.2% | $5,081+46.5% | $5,609+32.7% |
| Admin fee / account holder | $18,011 | $16,143+11.6% | $13,411+34.3% | $10,827+66.4% |