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 8-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 | $137,037 | $159,901-14.3% | $146,958-6.8% | $145,922-6.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.33% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $4,264 | $5,286-19.3% | $4,933-13.6% | $4,660-8.5% |
| Participant deferral / active EE | $4,439 | $8,428-47.3% | $8,070-45.0% | $6,688-33.6% |
| Admin fee / account holder | $14,030 | $15,044-6.7% | $12,998+7.9% | $13,397+4.7% |