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 | $148,612 | $159,901-7.1% | $146,958+1.1% | $145,922+1.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 18.93% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $4,809 | $5,286-9.0% | $4,933-2.5% | $4,660+3.2% |
| Participant deferral / active EE | $8,249 | $8,428-2.1% | $8,070+2.2% | $6,688+23.3% |
| Admin fee / account holder | $1,040 | $15,044-93.1% | $12,998-92.0% | $13,397-92.2% |