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 | $141,070 | $177,572-20.6% | $154,803-8.9% | $142,382-0.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 12.54% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $11,929 | $4,810+148.0% | $4,305+177.1% | $4,299+177.5% |
| Participant deferral / active EE | $7,714 | $6,272+23.0% | $5,540+39.2% | $6,507+18.6% |
| Admin fee / account holder | $63,902 | $16,786+280.7% | $14,329+346.0% | $12,624+406.2% |