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 | $150,373 | $159,901-6.0% | $146,958+2.3% | $145,922+3.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 10.39% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,257 | $5,286-38.4% | $4,933-34.0% | $4,660-30.1% |
| Participant deferral / active EE | $8,186 | $8,428-2.9% | $8,070+1.4% | $6,688+22.4% |
| Admin fee / account holder | $12,720 | $15,044-15.4% | $12,998-2.1% | $13,397-5.1% |