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 | $107,152 | $159,901-33.0% | $146,958-27.1% | $145,922-26.6% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.1pp | 80.3%+3.9pp |
| Annual return | 12.80% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,430 | $5,286-35.1% | $4,933-30.5% | $4,660-26.4% |
| Participant deferral / active EE | $10,588 | $8,428+25.6% | $8,070+31.2% | $6,688+58.3% |
| Admin fee / account holder | $1,192 | $15,044-92.1% | $12,998-90.8% | $13,397-91.1% |