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 | $126,743 | $159,901-20.7% | $146,958-13.8% | $145,922-13.1% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 15.99% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,853 | $5,286-8.2% | $4,933-1.6% | $4,660+4.1% |
| Participant deferral / active EE | $11,721 | $8,428+39.1% | $8,070+45.2% | $6,688+75.3% |
| Admin fee / account holder | $1,709 | $15,044-88.6% | $12,998-86.9% | $13,397-87.2% |