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 | $128,049 | $159,901-19.9% | $146,958-12.9% | $145,922-12.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.49% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,815 | $5,286-27.8% | $4,933-22.7% | $4,660-18.1% |
| Participant deferral / active EE | $11,559 | $8,428+37.1% | $8,070+43.2% | $6,688+72.8% |
| Admin fee / account holder | $18,580 | $15,044+23.5% | $12,998+42.9% | $13,397+38.7% |