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 6-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 | $119,663 | $112,096+6.8% | $95,952+24.7% | $158,922-24.7% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 16.18% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,095 | $3,198-3.2% | $2,541+21.8% | $4,761-35.0% |
| Participant deferral / active EE | $5,045 | $4,784+5.5% | $4,167+21.1% | $5,982-15.7% |
| Admin fee / account holder | $995 | $10,130-90.2% | $6,795-85.4% | $11,246-91.2% |