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 | $171,129 | $159,901+7.0% | $146,958+16.4% | $145,922+17.3% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 20.23% | 98.13%-77.9pp | 418.34%-398.1pp | 561.29%-541.1pp |
| Employer contribution / active EE | $4,206 | $5,286-20.4% | $4,933-14.7% | $4,660-9.7% |
| Participant deferral / active EE | $8,710 | $8,428+3.3% | $8,070+7.9% | $6,688+30.2% |
| Admin fee / account holder | $27,004 | $15,044+79.5% | $12,998+107.8% | $13,397+101.6% |