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 | $170,176 | $159,901+6.4% | $146,958+15.8% | $145,922+16.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 11.14% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $7,082 | $5,286+34.0% | $4,933+43.6% | $4,660+52.0% |
| Participant deferral / active EE | $13,167 | $8,428+56.2% | $8,070+63.2% | $6,688+96.9% |
| Admin fee / account holder | $144,064 | $15,044+857.6% | $12,998+1008.3% | $13,397+975.3% |