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 | $187,664 | $159,901+17.4% | $146,958+27.7% | $145,922+28.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.77% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,556 | $5,286-32.7% | $4,933-27.9% | $4,660-23.7% |
| Participant deferral / active EE | $13,953 | $8,428+65.5% | $8,070+72.9% | $6,688+108.6% |
| Admin fee / account holder | $1,390 | $15,044-90.8% | $12,998-89.3% | $13,397-89.6% |