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 | $106,310 | $159,901-33.5% | $146,958-27.7% | $145,922-27.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.39% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,756 | $5,286-66.8% | $4,933-64.4% | $4,660-62.3% |
| Participant deferral / active EE | $10,467 | $8,428+24.2% | $8,070+29.7% | $6,688+56.5% |
| Admin fee / account holder | $6,051 | $15,044-59.8% | $12,998-53.4% | $13,397-54.8% |