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 | $133,851 | $159,901-16.3% | $146,958-8.9% | $145,922-8.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.56% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $12,324 | $5,286+133.1% | $4,933+149.8% | $4,660+164.5% |
| Participant deferral / active EE | $3,131 | $8,428-62.8% | $8,070-61.2% | $6,688-53.2% |
| Admin fee / account holder | $1,133 | $15,044-92.5% | $12,998-91.3% | $13,397-91.5% |