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 | $123,535 | $159,901-22.7% | $146,958-15.9% | $145,922-15.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.29% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,187 | $5,286-58.6% | $4,933-55.7% | $4,660-53.1% |
| Participant deferral / active EE | $11,455 | $8,428+35.9% | $8,070+41.9% | $6,688+71.3% |
| Admin fee / account holder | $24,029 | $15,044+59.7% | $12,998+84.9% | $13,397+79.4% |