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 | $125,122 | $209,411-40.3% | $178,490-29.9% | $158,922-21.3% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 38.38% | 188.75%-150.4pp | 151.07%-112.7pp | 302.83%-264.4pp |
| Employer contribution / active EE | $3,280 | $5,706-42.5% | $5,011-34.5% | $4,761-31.1% |
| Participant deferral / active EE | $7,068 | $5,954+18.7% | $5,202+35.9% | $5,982+18.2% |
| Admin fee / account holder | $1,362 | $17,074-92.0% | $13,984-90.3% | $11,246-87.9% |