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 7-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 | $150,890 | $159,901-5.6% | $146,958+2.7% | $145,922+3.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 14.79% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $15,683 | $5,286+196.7% | $4,933+217.9% | $4,660+236.6% |
| Participant deferral / active EE | $9,881 | $8,428+17.2% | $8,070+22.4% | $6,688+47.7% |
| Admin fee / account holder | $20,173 | $15,044+34.1% | $12,998+55.2% | $13,397+50.6% |