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 | $144,336 | $159,901-9.7% | $146,958-1.8% | $145,922-1.1% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 14.03% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,217 | $5,286-39.1% | $4,933-34.8% | $4,660-31.0% |
| Participant deferral / active EE | $9,893 | $8,428+17.4% | $8,070+22.6% | $6,688+47.9% |
| Admin fee / account holder | $12,707 | $15,044-15.5% | $12,998-2.2% | $13,397-5.1% |