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 | $132,336 | $159,901-17.2% | $146,958-9.9% | $145,922-9.3% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 18.20% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,722 | $5,286-48.5% | $4,933-44.8% | $4,660-41.6% |
| Participant deferral / active EE | $4,284 | $8,428-49.2% | $8,070-46.9% | $6,688-35.9% |
| Admin fee / account holder | $2,422 | $15,044-83.9% | $12,998-81.4% | $13,397-81.9% |