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 10-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 | $162,888 | $159,901+1.9% | $146,958+10.8% | $145,922+11.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 15.25% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $6,335 | $5,286+19.8% | $4,933+28.4% | $4,660+36.0% |
| Participant deferral / active EE | $6,901 | $8,428-18.1% | $8,070-14.5% | $6,688+3.2% |
| Admin fee / account holder | $589 | $15,044-96.1% | $12,998-95.5% | $13,397-95.6% |