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 9-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 | $134,437 | $159,602-15.8% | $150,045-10.4% | $142,382-5.6% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 15.07% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $12,410 | $4,961+150.2% | $4,693+164.4% | $4,299+188.7% |
| Participant deferral / active EE | $18,068 | $8,310+117.4% | $7,997+125.9% | $6,507+177.7% |
| Admin fee / account holder | $31,282 | $14,846+110.7% | $13,435+132.8% | $12,624+147.8% |