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 | $94,231 | $159,901-41.1% | $146,958-35.9% | $145,922-35.4% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 31.08% | 98.13%-67.1pp | 418.34%-387.3pp | 561.29%-530.2pp |
| Employer contribution / active EE | $7,021 | $5,286+32.8% | $4,933+42.3% | $4,660+50.7% |
| Participant deferral / active EE | $15,962 | $8,428+89.4% | $8,070+97.8% | $6,688+138.7% |
| Admin fee / account holder | $13,113 | $15,044-12.8% | $12,998+0.9% | $13,397-2.1% |