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 | $98,192 | $159,901-38.6% | $146,958-33.2% | $145,922-32.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 14.11% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,405 | $5,286-35.6% | $4,933-31.0% | $4,660-26.9% |
| Participant deferral / active EE | $9,421 | $8,428+11.8% | $8,070+16.7% | $6,688+40.9% |
| Admin fee / account holder | $7,348 | $15,044-51.2% | $12,998-43.5% | $13,397-45.2% |